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USER'S GUIDE
MAILING SYSTEMS
with iMeterTM Postage Meter
IM-330/350
4135500M
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CONTACTING HASLER
Hasler
478 Wheelers Farms Road
Milford, CT 06461
www .haslerinc.com
If You Need Assistance
Product Name: IM-330/350 Mailing System
Hasler Customer CARE
1-800-259-2678
TMS® Postage Account Information
1-800-248-8013
www.haslerinc.com/myaccount
Service and Supplies
Please contact your local authorized Hasler dealer
CONTROL PANEL DESCRIPTION INSIDE
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CONTROL PANEL
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Table of Contents
Read this First 11
1.1 What you will Find in this Manual .......................................................................3
1.2 Safety Requirements .........................................................................................6
Meet Your Mailing System 112
2.1 System Layout .................................................................................................13
2.2 Accessories ......................................................................................................15
2.3 Control Panel Features ....................................................................................17
2.4 Connections .....................................................................................................20
2.5 Power Management .........................................................................................22
Processing Mail 253
3.1 Choosing a Type of Stamp ...............................................................................27
3.2 Preparing and Starting your Work Session ......................................................29
3.3 Processing [Standard] Mail ..............................................................................35
3.4 Printing [Received] for Incoming Mail ..............................................................44
3.5 Running [No Stamp] Mail .................................................................................47
3.6 Settings Details ................................................................................................50
3.7 Advanced Operations ......................................................................................65
Money Operations 674
4.1 Overview ..........................................................................................................69
4.2 Managing Funds ..............................................................................................70
4.3 Unlocking the PSD (Postal Inspection) ............................................................74
Managing Accounts and Assigning Rights 755
5.1 Accounting and Assigning Rights Overview ....................................................77
5.2 Selecting an 'Account Mode ' ...........................................................................79
5.3 Guidelines to Setup an Account .......................................................................80
5.4 Selecting an 'Account Mode' ............................................................................82
5.5 Managing Accounts .........................................................................................83
Reports 896
6.1 Reports Overview ............................................................................................91
6.2 Generating a Report ........................................................................................93
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6.3 Counter Data ....................................................................................................95
6.4 Postage Data ...................................................................................................97
6.5 Funds Data ......................................................................................................99
6.6 Account Data .................................................................................................101
6.7 System Data ..................................................................................................105
Online Services 1077
7.1 Online Services Overview ..............................................................................109
7.2 Connecting to Online Services .......................................................................110
7.3 Uploading Statistics .......................................................................................114
7.4 System Online Services .................................................................................115
7.5 eConfirmation Services ..................................................................................116
Configuring your Mailing System 1238
8.1 Settings Overview ..........................................................................................125
8.2 Logging in / out as the Supervisor .................................................................126
8.3 Changing the Display Language ....................................................................128
8.4 Enabling/Disabling Sounds ............................................................................130
8.5 Display Settings .............................................................................................132
8.6 System Time-outs and Settings .....................................................................134
8.7 High Value, Low Funds Warnings and PIN Codes ........................................138
8.8 Weighing Settings ..........................................................................................140
8.9 Postage Imprint Default Settings ...................................................................147
8.10 Imprint Memories ...........................................................................................152
8.11 Connection Settings .......................................................................................155
8.12 Time and Date Management ..........................................................................158
Options and Updates 1619
9.1 Options and Updates Process .......................................................................163
9.2 Using the Mailbox ..........................................................................................164
9.3 Managing Options ..........................................................................................165
9.4 Managing Custom Text Messages .................................................................167
9.5 Managing Ad Die ...........................................................................................169
9.6 Managing Postal Rates ..................................................................................172
9.7 Updating System Software ............................................................................174
Maintaining your Mailing System 17710
10.1 Maintaining the Ink Cartridge .......................................................................179
10.2 Filling the Moistener (Option) .......................................................................187
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10.3 Cleaning the Mail Path .................................................................................188
10.4 Maintenance Processes ...............................................................................190
Troubleshooting 19311
11.1 Paper Jamming ............................................................................................195
11.2 Weighing Problems ......................................................................................196
11.3 Diagnostics and System Data ......................................................................197
Specifications 20112
12.1 Mail Specifications .......................................................................................203
12.2 Recommended Operating Conditions ..........................................................205
12.3 General Specifications .................................................................................206
12.4 Operating Specifications ..............................................................................207
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Page 8
Read this First1
This section contains important information about safety precautions and environmental
recommendations to operate your equipment in the best possible conditions.
1.1 What you will Find in this Manual ........................................3
1.2 Safety Requirements .............................................................6
How to Disconnect your Mailing System ..........................................................9
1
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1.1
What you will Find in this Manual
Section 1: Read this First
1
Make sure your have read and fully understood the safety requirements
in this section. This section also includes a list of acronyms and symbols used
in the manual.
Section 2: Meet Your Mailing System
System features, reference descriptions of elements and controls, mail format
and how to power your Mailing System off.
Section 3: Processing Mail
Processing mail using the mailing system: choosing a type of task, weighing,
selecting a rate, sealing your mail, running batches, etc.
Section 4: Money Operations
Loading postage funds.
Section 5: Managing Accounts and Assigning Rights
How you can change accounts as a user, or set up accounts and control access
to the Mailing System as the supervisor.
Section 6: Reports
Read this First
How you can generate and print out reports for the Mailing System usage,
funds usage, account usage, etc.
Section 7: Online Services
Using your Mailing System to access Online Services and connect your system
for upgrades.
Section 8: Configuring your Mailing System
All the specifications of your Mailing System you can set up as a user (temporary
settings) or supervisor (default settings).
Section 9: Options and Updates
How to update/upgrade your system and modify the stamp (custom texts and
ad dies, rates...).
Section 10: Maintaining your Mailing System
Changing the ink cartridge and maintaining other system components.
Section 11: Troubleshooting
What to do when a problem occurs: jamming, bad sealing, poor printing etc.
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1
Read this First
Section 12: Specifications
Detailed specifications of your Mailing System.
Symbols
This manual uses the symbols listed below.
Indicates...This symbol...
WARNING : indicates a human safety hazard.
ATTENTION : brings to your attention a risk for equipment or mail
that could result from an action you may perform.
NOTE : remark that explains different scenarios or situations.
TIP : advice to help save you time when processing your mail.
SUPERVISOR : indicates that you have to log in as the supervisor
(using the supervisor PIN) to perform the procedure. Postage
functions of the Mailing System are not accessible in this mode.
Glossary
This manual uses the acronyms listed below.
Total postage usedAscending
Postage amount availableDescending
IDentificationID
Local Area Network: link between computersLAN
Personal ComputerPC
Personal Identification NumberPIN
4
Postal Security Device (Meter)PSD
United States Postal ServicesUSPS
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Weighing Platform (Scale)WP
1
Read this First
5
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Safety Requirements1.2
1
Read this First
Power Connection
Before connection, check whether the Mailing System is suitable for the local AC power
voltage (110V – 60Hz).
THIS SYSTEM MUST BE GROUNDED
Only connect the power plug to an outlet provided with a
•
protective ground contact.
To reduce the risk of fire, use only the power cord supplied
•
with the Mailing System.
Do not use ground adaptors.
•
Do not use this product on a wet floor or near water.
•
In case of liquid spillage, disconnect the power cord from the
•
outlet and proceed with cleaning.
Use an outlet located near the system that is easily accessible. Do not route the
•
power cord between pieces of furniture or over sharp edges.
Avoid using outlets controlled by wall switches or shared by other equipment.
•
Make sure the mailing system is close enough to the electric outlet that it leaves
•
plenty of slack on the power supply cord.
Compliance
Energy Star compliance
Your mailing machine is Energy Star compliant: it helps you to save energy and money
while protecting the environment.
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Environmental compliance
A program is implemented for the recycling of worn mailing machines and machines at the
end of their lifetime. Contribute in a responsible way to the environmental protection by
consulting your retailer internet site, or by contacting him. He will inform you of the collection
and treatment processes of these machines.
General Safety
Before using your Mailing System, thoroughly read the operating instructions.
•
To reduce the risk of fire, electric shock and injury to persons, follow normal and
•
basic safety precautions for office equipment when using your Mailing System.
1
Read this First
To avoid damage, only use approved supplies (ink, tape, cleaners...).
•
The Mailing System contains moving parts. Keep fingers, long hair,
jewellery, neck ties, loose clothing away from the mail path at all
times.
Follow the additional safety precautions below:
Do not place lit candles, cigarettes, cigars, etc. on the Mailing System.
•
When removing jammed material, avoid using too much force to prevent personal
•
injury and damaging components.
When lifting covers, wait for all parts to stop moving before placing hands near the
•
feeder path or printhead.
To prevent overheating do not block the ventilation openings or try to stop the power
•
supply fans.
Do not remove bolted covers as they enclose potentially hazardous parts that should
•
only be accessed by a Service Representative.
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Telephone and LAN Connections
1
Read this First
Your system uses a LAN (high speed internet connection) to connect to your customer
Online Services and to a mail accounting software (MAS), located on a separate PC.
To prevent damage to equipment, do not confuse telephone jacks
that connect to the modem and LAN connectors that are bigger:
Analog phone (4 wires)
Network/PC LAN (8 wires)
Follow the additional precautions below:
Avoid using your system during an electrical storm; as there may be a risk of electrical
•
shock from lightning.
Do not install telephone jacks or LAN connectors in a wet location.
•
Disconnect the telephone or LAN cable from the wall before moving your system.
•
To reduce the risk of fire, only connect the modem to the telephone
line using the supplied cable (see Specifications on page 201 ).
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Disconnecting your Mailing System
How to Disconnect your Mailing System
1
1. First switch your Mailing System to OFF mode (see How to Turn the Mailing System
to OFF Mode on page 23 ).
Only unplug the power cord when the Mailing System is in OFF
mode or Sleep mode to avoid keeping the ink cartridge in an
unprotected position where the ink may dry out and become
unusable.
2. Unplug the power cord from the wall outlet.
3. Unplug the LAN cable and the telephone cord from their sockets as they may still
be energized.
Read this First
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2
Meet Your Mailing System
Get to know your Mailing System in this section.
2.1 System Layout .....................................................................13
2.2 Accessories ..........................................................................15
2.3 Control Panel Features .......................................................17
2.4 Connections .........................................................................20
2.5 Power Management .............................................................22
How to Turn the Mailing System to Sleep Mode ............................................23
How to Turn the Mailing System to OFF Mode ..............................................23
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System Layout2.1
System Components
2
Meet Your Mailing System
Base
Beginning of mail transport path.Feed Table
Measures weight of mail pieces (optional).Weighing platform
Prints envelopes (or labels) and controls the Mailing
System.
Allows you to remove jammed envelopes or labels.Jam release handle
Provides water to seal envelopes.Moistener (option)
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Inside System Base
2
Meet Your Mailing System
Postal Security Device
(PSD)
Postage meter.
Lift by front side to open.Cover
Prints the postal imprint on envelopes.Ink Cartridge
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Accessories2.2
Report Printer (option)
A USB printer can be directly connected to the mailing system for printing mailingrelated
reports.
For more information about compatible printers that can connect
to your mailing system, please contact technical support.
2
Meet Your Mailing System
15
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Barcode Scanner (option)
2
Meet Your Mailing System
This scanner is used:
• to identify accounts through barcodes
• to scan tracking numbers on mails and send them to postal server
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Control Panel Features2.3
See control panel and screen layout on the flap of the manual
cover.
2
Display Areas
Print Offset
Reset item counter
Meet Your Mailing System
Displays account currently selected.Account
Indicates that an ad die (slogan) will be printed.Ad die
Displays the date that will be printed.Date
Displays selected imprint memory when applicable.Imprint Memory
Indicates unread messages in message box.Mailbox
Indicates the amount to be printed on the envelope.Postage
Indicates the printing offset status (stamp position shifting
for thick envelopes).
Indicates the current rate and services selected.Rate and Services
Resets the item counter to zero. This is the starting point
for batch data reports.
Indicates that a text will be printed on the envelope.Text
Current weighing method.Weighing Mode
Current weight used to calculate postage amount.Weight
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Keys and Shortcuts
NAVIGATION KEYS
2
Meet Your Mailing System
Navigation Arrows
Imprint Memories
Goes back to the previous screen.Return
Returns the system to the Home screen.Home Screen
Accesses the menu settings.Menu
Validates a selection.OK
Navigate up or down in lists or menus.
SHORTCUT KEYS
Accesses funds management (including adding funds).Funds
Accesses preset stamp and account memories. These presets are managed by the supervisor.
Displays the rate selection screen.Rate Selection
Stamp Configuration
Weighing Mode
Alphanumeric
Keys
Clear / Reset
Rate
Sleep/Wake
Accesses stamp selection and stamp set up screens.
Opens the weighing mode selection menu (Standard
Weighing, Differential Weighing, Manual weight entry...)
KEYPAD
Allows the entry of alpha or numeric values (accounts or
other set up information). Press a key several times to display all possible characters.
Clears keypad entries and existing data in entry fields or,
from the home screen, resets rate to default.
START / STOP KEYS
Wakes the Mailing System up or turns it to 'Sleep' mode.
The light indicates the system state (green = awake, amber
= asleep).
Starts printing process.Start
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Stop
Stops printing and all mechanical activity (motors) in the
Mailing System.
Keypad Use
For different contexts, the table below indicates the successive characters you may obtain
by pressing keys several times in a row.
Modem settingsCustom textAlpha-numericKey
1111
2ABCABC22ABCabc2
3DDEF33DEFdef3
4GHI44GHIghi4
5JKL55JKLjkl5
6MNO66MNOmno6
7PQRS77PQRSpqrs7
8TUV88TUVtuv8
9WWXYZ99WXYZwxyz9
2
Meet Your Mailing System
0
00
0
, # * +, # / : @ * ? & ! - + \ ..
'Clear' function'Clear' function'Clear' functionC
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Connectors
2
Your Mailing System has an Universal Serial Bus (USB) port that allows you to connect to
a modem, printer or other USB memory key.
Meet Your Mailing System
Arrangement
Connections2.4
To wall socketPower Connector
To software applications on a PC (option)LAN Port
To modem, memory device or printer2 USB Ports
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Connection Diagram
2
Meet Your Mailing System
LAN Port
Power connectors
Power connectors are shown in section Connectors on page 20 .
To customer services and/or accounting software on a
PC (option)
To Telephone cableUSB Modem
To wall socket (analog telephone line)Telephone Cable
Power SourceWall Socket
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2
Meet Your Mailing System
Energy Star® Compliance
Office equipment is generally powered on 24 hours a day, so power management features
are important for saving energy and reducing air pollution.
Power Management2.5
The System can only use the LAN if the LAN cable is connected
BEFORE the power chord is plugged in.
Your Mailing System is an Energy Star® qualified Mailing System that automatically goes
into a low-power 'Sleep' mode after a period of inactivity.
Spending a large portion of time in low-power mode not only saves energy but helps your
equipment run cooler and last longer.
Sleep Mode
You can also turn the Mailing System to Sleep mode manually.
To change the period of time after which the Mailing System
switches to 'Sleep' mode, see How to Change System Time-Outs
on page 136 .
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How to Turn the Mailing System to Sleep Mode
1.
Press (at the top right corner of the control panel).
The light located next to the key indicates:
Green : the Mailing System is awake and ready for use.
Amber : the Mailing System is in Sleep mode.
To avoid weighing errors, make sure the weighing device platform
is clear when starting the machine.
OFF Mode
If you want to turn OFF your system you can use the ON/OFF button located on the right
side of the Base.
How to Turn the Mailing System to OFF Mode
2
Meet Your Mailing System
1. Turn your system to 'Sleep' Mode (see How to Turn the Mailing System to Sleep Mode
on page 23 )
2.
Be sure that the light located next to the key (at the top right corner of the control
panel) is Amber meaning that the Mailing System is in Sleep mode
3. Turn Off your Mailing System. The circle (or O) indicates the system is OFF.
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Page 32
Processing Mail3
This section describes how you can run mail: choose a type of stamp, select a rate and
weighing method, activate sealing and so on, depending on the type of process you need
to apply to your mail.
3.1 Choosing a Type of Stamp ..................................................27
3.2 Preparing and Starting your Work Session ......................29
How to Sort Mail .............................................................................................30
How to Log in and Start a Work Session .......................................................31
How to Change the Current 'Type of Stamp' ..................................................33
3.3 Processing [Standard] Mail ................................................35
How to Apply Standard Postage (Settings) ....................................................35
How to Apply Standard Postage (Running Mail) ............................................38
How to Re-Date Mail (Settings) ......................................................................41
How to Re-Date Mail (Running Mail) ..............................................................43
3.4 Printing [Received] for Incoming Mail ...............................44
How to Process Incoming Mail (Settings) ......................................................44
How to Process Received Mail (Running Mail) ..............................................46
3.5 Running [No Stamp] Mail ....................................................47
How to Process Mail without Printing (Settings) ............................................47
How to Process Mail without Printing (Running Mail) ....................................49
3.6 Settings Details ....................................................................50
How to Change Accounts ...............................................................................50
How to Select a Rate .....................................................................................51
How to Enter Postage Manually .....................................................................53
How to Change the Weighing Type ................................................................56
How to Enter the Weight Manually .................................................................57
How to Change the Date ...............................................................................59
How to Add (or Cancel) a Text on the Stamp .................................................60
How to Add (or Cancel) an Ad Die on the Stamp ..........................................61
How to Move the Stamp (Print Offset) ...........................................................62
How to Use an Imprint Memory ......................................................................63
3.7 Advanced Operations ..........................................................65
How to Enable an Emergency Stop ...............................................................65
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How to Reset Batch Counters ........................................................................65
How to Count Mail pieces by Weighing ..........................................................66
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Choosing a Type of Stamp3.1
Customizing Your Stamp
When processing mail you will be required to select the'Type of stamp ' you need. For
example, you can select “Standard” to print postage, or “Received” to print the date on
incoming mail, or “No stamp” for seal only applications.
For each 'Type of stamp' you select, the Mailing System displays all the specifications and only those specifications - for the type of process you will use.
Home Screen and Configuration Menu
Each type of stamp is associated to:
A specific Home Screen that displays current stamp configuration (weight, postage...)
•
A specific Imprint Configuration Menu that allows you to set stamp parameters.
•
3
Processing Mail
To directly gain access to the Configuration Menu of the Type of
stamp, press Shortcut Key on the Control Panel.
Your system has six Shortcut Keys for direct access to save time.
You can eliminate key strokes for rate selection, imprint memories,
label printing, add or check funds, weighing mode selection and to
customize the stamp.
Type of Process and Type of Stamp
The table below indicates the 'Type of stamp' to choose, depending on the type of process
you want to apply to each set of mail.
The column on the right indicates, for each Type of stamp, the options available for each
type of Stamp.
If you do not set any parameter, the Mailing System uses default values.
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3
Processing Mail
Applying postage to outgo-
ing mail
Printing 'Received' or the
date on incoming mail:
Counting by feeding:
(using optional feeder)
[Standard ]
(Processing [Stan-
dard] Mail on page
35 )
[Received ]
(Printing [Received]
for Incoming Mail on
page 44 )
[No stamp ]
(Running [No
Stamp] Mail on page
47 )
Rate
•
Weight
•
Date format
•
Text (optional)
•
Ad die (optional)
•
Print offset (optional)
•
Print date and/or 'Re-
•
ceived'
Print offset (optional)
•
Counter reset
•
Turn sealer off (if in-
•
stalled)
See also
To set default values as supervisor: see Configuring your Mailing System on page
•
123 .
n.a.Counting by weighing:
The system selects [Standard ] type of stamp at start up by default.
Specific application (see Piece
Counting on page 66 ).
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3.2
Preparing and Starting your
Work Session
In this section
This section recommends a list of preparation steps you should perform to help you run
your mail efficiently.
3
Mail preparation involves:
Sorting mail by type and task , to make processing faster (Sorting Mail by Type
•
and Task on page 29 )
Logging into the system to start a work session (Turning On Your System and
•
Starting a Work Session on page 30 )
Selecting the Type of stamp that corresponds to your mail (Selecting the Type of
•
Stamp on page 32 )
Checking additional issues concerning your Mailing System: ink level, funds...
•
(Frequently Asked Questions on page 34 ).
Sorting Mail by Type and Task
To save time, sort your mail in groups that have similar characteristics.
This will prevent you having to change the stamp parameters too often and allow you to
fully benefit from the automatic features of your Mailing System, particularly Differential
Weighing that allows you to process mail much quicker.
Follow the steps below to sort your mail into different stacks.
Processing Mail
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How to Sort Mail
Put the mail in different stacks according to the characteristics and in the order that
follows:
1. Mail Type
3
Processing Mail
See table
Outgoing mail with different postage types
Standard postage
Date to correct
Amount to correct
Incoming mail
Mail to seal only .
2. Separate envelopes into two groups: those that require sealing and those that do not.
3. Accounts to allocate costs to (only if you have to select an account at log in, see
Settings Details on page 50 )
4. Rates to apply and services to add
5. Physical characteristics
Separate mail pieces that exceed the weight, size or thickness allowed in the system
mail path (see Mail Specifications on page 203 ).
6. Finally, sort each stack by item size .
Turning On Your System and Starting a Work Session
Turning the system on automatically starts a work session on the Mailing System.
At start-up, depending on specific supervisor settings:
The access to the system may be open
•
You may have to enter a PIN code
•
You may have to select an account.
•
Your work session ends when the system returns to a 'Sleep' mode.
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How to Log in and Start a Work Session
To log in as a user:
1.
Press to wake-up the system.
The system may display one of the following screens:
Home Screen [Standard] .
Login Screen
3
Processing Mail
Account Screen
Home Screen [Standard] : If this screen is displayed, no other step is required to
navigate through the system.
Login Screen: If the Login Screen is displayed, enter your operator PIN code
Account Screen: If the Account Screen is displayed, select your account as follows.
Use up and down arrows and press [OK] to validate.
You can also use a barcode scanner to select your account.
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3
Processing Mail
Find your account quicker: instead of using up and down arrows,
type the account number or use a barcode scanner.
To type letters instead of figures using the keypad, press the
corresponding key several times in a row like a cell phone.
(Example : To have “N” press twice the key “6").
Additional information
See also
To change allocating accounts when a session is already opened, see Changing the
•
Current Account on page 50 .
To choose security level for accounts and access control as the Supervisor, see
•
Managing Accounts and Assigning Rights on page 75 .
How to Turn the Mailing System to Sleep Mode on page 23 .
•
Selecting the Type of Stamp
For each stack of mail you have sorted (see Sorting Mail by Type and Task on page 29 ),
select the type of stamp you need to process your mail as follows.
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How to Change the Current 'Type of Stamp'
Once you are logged in as user:
1. Either:
Press or
Press and type 1
> Customize stamp
The Customize stamp screen is displayed.
2. Select Type and press [OK] .
The Type of stamp screen is displayed.
3. Select the type of stamp in the list (and press [OK] if you have used the up/down
arrows).
3
Processing Mail
Select the type of stamp in the list and press [OK] .
The Customize stamp screen is updated and displays the menu items that allow you
to modify the stamp options.
4.
Press or to return to the home screen.
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Frequently Asked Questions
System check list:
3
Processing Mail
Do I have enough postage?
Do I need to clear the Batch
Counter ?
Is the sealing/moistening device
properly filled?
(if installed)
Is the Weighing Platform properly zeroed or tared?
Look at the funds counter at the bottom of the screen,
or:
Press and enter 1 to check your funds balance.
To add funds, see How to Add Funds to the PSD
(Meter) on page 72 .
Clear batch counters if you intend to issue a report
on the mail run you are about to start (see Batch
Data Report on page 95 ).
Select Reset counter on the home screen, or
See How to Reset Batch Counters on page 65 .
For sealing while printing the envelopes.
See Filling the Moistener (Option) on page 187 .
Before laying envelope(s) on the Weighing Platform,
your Home Screen should display 00 lb 0.0 oz . If
__lb _._oz is displayed, perform a 'rezero' of the WP.
Is there enough ink in the cartridge ?
You can be warned when the available funds gets below a preset
value (see How to Set the Low-Funds Threshold on page 139 ).
See How to Rezero the Weighing Platform on page
143 .
To display the level of ink in the printing headset,
see How to Display Ink Level and Cartridge Data on
page 180 .
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Processing [Standard] Mail3.3
This section describes how to process [Standard ] Mail:
Applying postage using different rates
•
Re-dating mail
•
See also
About the use of the Type of stamp, see Choosing a Type of Stamp on page 27 .
•
Applying Standard Postage
Setting the Postage
The procedure below outlines steps in a recommended sequence to process your mail.
As mail requirements differ from day to day, some of the settings may not be
•
necessary, or their order may vary.
You must begin with selecting the Type of stamp to gain access to the additional
•
options and be able to run your mail (standard is default).
Make sure you have already completed the preparation steps
mentioned in Preparing and Starting your Work Session on page
29 .
3
Processing Mail
How to Apply Standard Postage (Settings)
Required settings:
1. Make sure you are on the home screen of the [Standard ] type of stamp
. The home screen indicates weight, postage amount and the currently selected rate
as illustrated below.
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3
Processing Mail
2. Check or change the type of stamp (if you are not in [Standard ] mode
.
Press to access the Customize stamp screen:
The type of stamp is indicated on line 2 of the screen.
3. To change the type of stamp , select the Type line, press [OK] and then select
[Standard ] in the Type of stamp screen, and press [OK] .
Additionally, you can configure stamp elements from the Customize stamp screen
as follows:
Check or change the Ad die selection :
Select Ad die and then select an Ad die (or None ) in the Ad die list screen. For more
details, see How to Add (or Cancel) an Ad Die on the Stamp on page 61 .
Check or change the Text selection :
Select Text and then select a text (or None ) in the Text list screen. For more details,
see How to Add (or Cancel) a Text on the Stamp on page 60 .
Check or change the Date or Date Format :
Select Date and then select a date option in the Date advance screen. Select Today's
date for printing today's date. For more details, see How to Change the Date on page
59.
Press or to return to the home screen.
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4. Select a rate and add services .
Press to open the Rate selection screen.
Type a rate number to select a rate or display new rate options
Select Rate History to choose a recently selected rate.
Press 8 to select the Rate wizard and choose rate options in lists (includes rates not
shown on rate selection screen).
For more details, see Selecting a Rate on page 51 .
You may also enter the postage amount manually : on the home
screen, type directly the amount using the keypad. For more details,
see How to Enter Postage Manually on page 53 .
3
Processing Mail
5. Select a weighing Mode (if you did not enter any amount)
Depending on the quantity and type of mail you have to process, you can choose an
efficient weighing method that uses the weighing platform to save time: see Choosing
a Weighing Type on page 54 .
To change the current weighing mode , press and select a weighing mode
in the Weighing type screen.
For more details, see How to Change the Weighing Type on page 56 .
You can also apply the optional setting(s):
1. Move the stamp away from the envelope edge for thick envelopes: see How to
Move the Stamp (Print Offset) on page 62 .
You are now ready to print.
To set the stamp quickly, consider using imprint memories . The
memories store stamp characteristics together with rates and, if
activated, charged account. See Using Imprint Memories on page
63 .
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3
Processing Mail
Running Mail
The way you will handle mail mainly depends on the weighing method you have chosen.
The weighing method is indicated by the icon in the Weighing Type zone of the screen. .
If you need to change the current account before applying postage
(on account-enabled configurations), see How to Change Accounts
on page 50 .
How to Apply Standard Postage (Running Mail)
In mode Standard Weighing ( )
From the [Standard ] home screen, to print postage directly on mail pieces:
1. Put the mail piece on the Weighing Platform.
The weight of the mail piece is displayed in the Weight area of the screen and the
postage amount is updated.
2.
Press . The system motors start running.
If the Smart Start function is activated, the motors start automatically when you withdraw
the mail piece from the weighing platform. To enable Smart Start, see How to Activate
/ Deactivate Smart Start on page 137 .
3. Withdraw the envelope from the WP and insert it into the mail path against the
rear-guide wall, with the side to be printed facing upwards.
If you want to seal the envelope, first engage the flap into the moistener.
Do not try to moisten self-adhesive envelopes.
If a mail piece is bigger than mail path maximum thickness (see
Mail Specifications on page 203 ), you may use a label tape.
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4. The Mailing System prints postage and the mail piece (or label) is ejected.
In optional mode Differential Weighing ( )
From the [Standard ] home screen, to print postage on mail pieces:
1. Place the stack of mail you want to process on the Weighing Platform, and then follow
the instructions on the screen or the steps below.
2. Withdraw the first mail piece from the top of the stack. The Mailing System displays
weight and postage on the home screen and starts motors automatically.
3
3. To print the stamp, insert the mail piece into the base against the rear-guide wall, with
the side to be printed facing upwards.
If you want to seal the envelope, first engage the flap into the moistener (if installed).
Do not try to moisten self-adhesive envelopes.
If a mail piece is bigger than mail path maximum thickness (see
Mail Specifications on page 203 ), you may use a label tape.
Processing Mail
4. The Mailing System applies postage and the mail piece (or label) is ejected.
5. Repeat the previous step for each piece of mail.
To quit the process at any time, press .
When you remove the last object from the Weighing Platform,
the Mailing System will ask if you want to print it. You can answer
Yes or No .
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3
Processing Mail
In other modes (Manual weight entry , no weight ...)
From the [Standard ] home screen:
1.
Press . System motors start running.
2. Insert the mail piece (or a label tape) into the mail path against the rear-guide wall,
with the side to be printed facing upwards.
If you want to seal the envelope, first engage the flap into the moistener (if installed).
Do not try to moisten self-adhesive envelopes.
If a mail piece is bigger than mail path maximum thickness (see
Mail Specifications on page 203 ), you may use double label paper
.
3. The Mailing System applies postage and the mail piece (or label) is ejected.
When sealer is activated, collect the mail stack in the catch tray and put stack aside
to let envelopes dry.
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Re-dating Mail
Set-Up Requirements
The procedure below outlines steps required to re-date mail that has already been
processed.
The sequence is similar to sequence Applying Standard Postage on page 35 (Applying
Standard Postage on page 35 ), except for the following settings:
Postage must be set to zero and have the date of mailing correct
•
You do not have to weigh the mail piece.
•
Print the new date on the back of the envelope.
•
You must begin by selecting the Type of stamp to gain access to the corresponding
parameters and be able to run mail.
Make sure you have already completed the preparation steps
mentioned in Preparing and Starting your Work Session on page
29 .
How to Re-Date Mail (Settings)
Required settings:
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Processing Mail
1. Make sure you are on the home screen of the [Standard ] type of stamp
. The home screen indicates weight, postage and currently selected rate as illustrated
below.
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3
Processing Mail
2. Check or change the type of stamp .
Press to access the Customize stamp screen:
The type of stamp is indicated on line 2 of the screen.
To select an option on the screen:
Highlight the option using the arrow keys and
Then press to validate your selection.
3. Set postage to 0 manually
, to be sure that it will remain on zero.
Type 0 on the home screen to open the Manual amount screen and then just press
[OK] . For more details, see How to Enter Postage Manually on page 53 .
4. To change the type of stamp , select Stamp type and then select [Standard ] in the
Type of stamp screen. For more details, see How to Change the Current 'Type of
Stamp' on page 33 .
To change the date or date format from the Customize stamp screen as follows:
Select Date and then select a date option in the Date Advance Screen. Select No
Date Advance for printing today's date. For more details, see How to Change the Date
on page 59.
Press or to return to the home screen.
You can also apply the optional setting:
1. Move the stamp away from the envelope edge for thick envelopes: see How to
Move the Stamp (Print Offset) on page 62 .
You are now ready to print.
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Running Mail
How to Re-Date Mail (Running Mail)
The postage amount 0 is displayed on the home screen. To print postage directly
on to mail pieces:
1.
Press . System motors start running.
2. Insert the mail piece (or a label tape) into the mail path against the rear-guide wall,
with the side to be printed facing upwards.
The side that you want to print on should be facing upwards.
3
Processing Mail
If a mail piece is bigger than mail path maximum thickness (see
Mail Specifications on page 203 ), you may use a label tape.
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3
Processing Mail
3.4
Printing [Received] for Incoming Mail
In this Section
This section describes how to use the [Received ] type of stamp, to:
Print the date on incoming mail, and/or
•
Print 'Received' on incoming mail.
•
See also
About the use of the Type of stamp, see Choosing a Type of Stamp on page 27 ).
•
Set-Up Requirements
The procedure below outlines steps required to stamp incoming mail.
You must begin with selecting the Type of stamp to gain access to the corresponding
parameters and be able to run mail.
Make sure you have completed the preparation steps mentioned
in Preparing and Starting your Work Session on page 29 .
How to Process Incoming Mail (Settings)
Required settings:
1. Make sure you are on the home screen of the [Received ] type of stamp
.
The type of stamp is indicated at the top of the home screen as illustrated.
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2. Check or change the type of stamp .
Press to access the Build stamp screen:
3
The Type of stamp is indicated on line 2 of the screen.
To select an option on the screen:
– Highlight the option using the arrow keys and ,
– Then always press to validate your selection.
3. To change the type of stamp , select the Type line, press [OK] and then select
[Received ] from the Type of stamp screen and press [OK] .
Additionally, you can :
- Activate or deactivate printing the date
- Activate or deactivate printing 'Received '.
- Select the option to change and press [OK] .
- The screen indicates the current status of the options.
- Select the option to change. The buttons indicate the current status of the
options.
Press or to return to the home screen.
Processing Mail
You can also apply this optional setting:
1. Move the stamp away from the envelope edge for thick envelopes: see How to
Move the Stamp (Print Offset) on page 62 .
You are now ready to print.
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3
Processing Mail
Running Mail
To run mail, follow the procedure below after you have completed the steps in How to
Process Incoming Mail (Settings) on page 44 .
How to Process Received Mail (Running Mail)
On the [Received ] home screen:
1.
Press . System motors start running.
2. Insert the mail piece (or a label tape) into the mail path against the rear-guide wall,
with the side to be printed facing upwards.
3. The Mailing System applies the imprint and the mail piece is sent to the catch tray.
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Running [No Stamp] Mail3.5
This section describes how to use the [No Stamp ] type of stamp, for:
Conveying mail for sealing mail without printing.
•
Only conveying mail, for counting or testing purposes.
•
See also
About the use of the Type of stamp, see Choosing a Type of Stamp on page 27
•
Set-Up Requirements
The procedure below outlines steps required to process mail.
You must begin with selecting the Type of stamp to gain access to the corresponding
parameters and be able to run mail.
Make sure you have completed the preparation steps mentioned
in Preparing and Starting your Work Session on page 29 .
How to Process Mail without Printing (Settings)
Main setting:
3
Processing Mail
1. Make sure you are on the home screen of the [No stamp ] type of stamp
The type of stamp is indicated at the top of the home screen as illustrated.
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3
Processing Mail
2. Check or change the type of stamp :
Press to access the imprint screen:
To select an option in the screen:
Highlight the option using the arrow keys and
Then press to validate your selection.
3. To change the type of stamp , select the Type line, press [OK] and then select [No
stamp ] in the Type of stamp screen and press [OK] .
Press or to return to the home screen.
You are now ready to process mail.
Running Mail
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How to Process Mail without Printing (Running Mail)
1.
Press . System motors start running.
2. Insert the mail piece into the mail path against the rear-guide wall, side to be printed
facing upwards.
If you want to seal the envelope, first engage the flap into the moistener.
Do not try to moisten self-adhesive envelopes.
3
Processing Mail
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3
Processing Mail
Settings Details3.6
Changing the Current Account
To process a batch of mail pieces using another account (on account-enabled
configurations), change the account as follows.
How to Change Accounts
To change accounts:
1. As a user:
Press and type 5 or select the path:
Account
The list of accounts that are available is displayed.
2. Select the account you want to use and press [OK] .
3.
Press to return to the home screen. The current account number is displayed.
The accounts are listed on the screen in the order they were set up (see Managing Accounts
on page 83 ).
A barcode scanner can be used for “One Click” entry of accounts
into your Mailing System.
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Selecting a Rate
Selecting a rate allows the Mailing System to calculate the postage amount when the mail
piece weight is available, either from a weighing device or, for big parcels, entered manually
(see How to Enter the Weight Manually on page 57 ).
The system provides you several ways to select a rate:
Using a shortcut list in the rate selection screen
•
Using the rate wizard that asks you to choose all the rate parameters (class,
•
destination, format, services...) in complete lists of options.
On the home screen, press to select the default rate and
refresh weight.
How to Select a Rate
To select a rate:
3
Processing Mail
1. Either:
Press or
The Rate Selection screen is displayed.
Press and type 4 or select the path:
> Rate selection
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2. On that screen, you can:
Type a rate number 1 to 7 to select a rate or display rate options
Press 8 to select the Rate wizard .
3. Follow the instructions on screen and, once you have chosen the rate and services,
press [OK] to validate your selection.
3
Processing Mail
Postage displayed on the screen is zero as long as the weight is
not known (= zero).
Using the Rate Wizard
The Rate Wizard is an alternative method of selecting rates that will guide you through the
rate selection process of all types of mail.
To select an option on the screen:
•
Highlight options using the arrow keys and .
Use the arrow keys to scroll from screen to screen
•
•
Then press to validate your selection.
Rate Wizard Steps
Rate Wizard screens:
Selecting a Mail Class
•
All Rate Mail Classes loaded in the system are displayed in the list
Selecting a Destination
•
For Domestic Mail Classes, you may be prompted to enter the destination
postal or zone code . Use the [C] key to delete the existing postal or zone code
(if any) and enter the new destination postal or zone code.
For International Mail Classes, use the arrow keys to highlight Code or Country.
You can select from the alphabetically sorted Country list by entering the country
letters or you can use the Code List to enter the numeric code for the country
if you know it.
Selecting a Format
•
Formats describe the mail piece types for the selected mail class.
-
Selecting a Service
•
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All the services available, depending on your previous choices, are displayed
in a list (including 'No services').
After you select a service, any additional available service is displayed.
-
Wizard Summary Screen
•
The Summary Screen displays all the selections you have made.
If you place an item on the weighing platform, the corresponding postage is
displayed.
Press [OK] to return to the home screen.
-
Otherwise, you can press the back key to modify any of the
settings made previously and obtain a new summary.
Entering Postage Manually
To enter the postage amount manually, follow the procedure below.
3
Processing Mail
How to Enter Postage Manually
On the home screen:
1. Type directly the first figure of the amount using the keypad.
The Manual amount screen appears.
2. Complete the amount.
3. Press [OK] .
The amount is displayed in the Postage area of the home screen.
You can enter the high dollar value is $300
To set the fractional postage for presort mail, see How to Activate
/ Deactivate Fractional Postage Values on page 151 .
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Processing Mail
Choosing a Weighing Type
Depending on the options that are installed in your Mailing System, several weighing
methods are available.
You can also enter the weight manually if you know it: see How to Enter the Weight Manually
on page 57 .
Choosing a Weighing Type
Depending on the type of mail you want to process, choose a weighing method according
to the recommendations in the table below.
Select the method...For weighing...
Standard Weighing
Items one by one
Items stacked on the Weighing Platform
Items exceeding WP capacity (see Specifi-
cations on page 201 )
•
Differential Weighing
•
Manual Weight
•
The recommendations in the table only apply to items processed
with the same rate.
The recommendations in the table apply to items processed with
the same postage rate. If the postage rates are different within a
stack of mail pieces, the Dynamic Weighing methods cannot be
used. Make different stacks for each rate.
The Weighing type icon on the screen indicates the weighing method selected and thus
the source that provides the weight of the mail piece to the system.
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Details on the Weighing Types
All weighing options listed below may not be available in your
Mailing System. Check with customer service to see how you can
easily add weighing features to your Mailing System via online
services.
•
Manual Weight ( )
In this mode, you enter the weight manually (see How to Enter the Weight Manually
on page 57 ).
•
Standard Weighing ( )
In this mode, each mail piece is manually placed on the Weighing Platform, and then
put into the mail path.
If the Smart Start option is activated, you do not have to press at each piece (see
How to Activate / Deactivate Smart Start on page 137 ).
•
Differential Weighing ( ) (optional)
This mode speeds up the weighing process and increases your efficiency: all the
mail pieces are stacked together on the Weighing Platform. Remove the pieces one
by one and put them into the mail path. The Mailing System calculates the postage
and prints the mail piece automatically.
3
Processing Mail
You can leave all the mail pieces in a tray on the Weighing Platform: the Mailing
System will ask you to confirm printing for the last item removed (from the tray).
Changing the Weighing Type
At start-up, the default weighing type is active.
See also
To change the default weighing mode as supervisor, see How to Change the Default
•
Weighing Type on page 140 .
To change the weighing type according to the type of process you want to run (see
•
Choosing a Weighing Type on page 54 ), follow the steps outlined below.
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How to Change the Weighing Type
To change the weighing type from the home screen:
1. Either:
3
Processing Mail
Press
Press and type 2.2 or select the path:
or
The Weighing mode screen is displayed.
The options actually displayed in the screen depend on the weighing
devices that are connected to your Mailing System and on features
that are activated.
Job settings Weighing type
2. Select the weighing type.
Entering Weight Manually
You can enter the weight manually if a mail piece exceeds the weighing capacity of all your
weighing platform.
If this situation occurs, you will need to print the postage amount on a label to stick onto
the mail piece.
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How to Enter the Weight Manually
To enter the weight manually from the home screen, you must first select the postal
class:
1. Either:
Press
Press and type 2.2 or select the path:
or
The Weighing mode screen is displayed.
2. Select Manual weight entry (or type 1 ).
The Manual weight entry screen is displayed.
3. Enter the weight (first lb then oz ) and press [OK] to validate.
Job settings Weighing type
3
Processing Mail
The home screen displays the Manual weight icon ( ) and the weight entered.
4.
Press to return to the home screen.
The home screen displays the Manual weight icon ( ) and the weight entered.
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3
Processing Mail
Configuring the Stamp
Depending on the current Type of stamp, you can modify the elements printed on mail
pieces as follows:
Change printed date
•
Add a pre-loaded Ad die to the left of the stamp
•
Adding a custom text to the left of the stamp (you must first create it in supervisor
•
mode)
Moving the stamp away from the right edge of the envelope.
•
See also
How to Change the Current 'Type of Stamp' on page 33
•
Type of Process and Type of Stamp on page 27 .
•
Navigating in the Stamp Settings
When you have selected the Type of stamp:
•
To access the configuration menu of the Type of stamp, press .
•
To return to the Type of stamp home screen, press .
Advancing or Omitting the Date
The Date Advance function allows you to change the date printed on mail pieces.
You can set the date advance feature (from supervisor mode) to
change at a fixed time. This is useful if you process mail after the
last mail pickup for the day. This ensures that the proper date of
mailing is printed for the next days mail pickup. See How to Set the
Automatic Date Advance Time on page 150 .
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How to Change the Date
To change the date that will be printed:
1. Either:
Tap the Date zone on the screen
3
Press or
Press and type 1 or select the path:
Customize stamp
The Customize stamp screen is displayed.
2. Select Date and press [OK] (or type 3 ).
The Date Advance screen is displayed.
3. On the Date Advance screen, you can configure the printed date as follows:
To cancel the date, select No date .
To cancel the day in the date, select No day .
To choose another day, select the corresponding item in the list.
The icon indicates the current selection.
4. Press [OK] to apply changes and return to the configuration menu.
Processing Mail
The date can be advanced up to 30 days from today's date.
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3
Processing Mail
Adding Text and/or Ad Die to the Stamp
You can add a text and/or an ad die to the stamp, as illustrated below.
How to Add (or Cancel) a Text on the Stamp
To add a text to the stamp, or to cancel the text:
1. Either:
Tap the Text zone on the home screen
Press or
2. Select Text and press [OK] (or type 2 ).
The Select text screen is displayed.
3. Select the desired text in the list or select None for printing no text.
The icon indicates the current selection.
4. Press [OK] to validate your selection.
Press and type 1 or select the path:
> Customize stamp
The Customize stamp screen is displayed with updated parameters (home screen:
).
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Additional information
See also
Managing Custom Text Messages on page 167
•
Managing Ad Die on page 169 .
•
How to Add (or Cancel) an Ad Die on the Stamp
To add an ad die to the stamp or cancel the ad die:
1. Either:
Select the Ad die zone on the screen
Press or
2.
Select Ad die and press [OK] (or type 1 ).
The Select Ad die screen is displayed.
Press and type 1 or select the path:
Built stamp/imprint
3
Processing Mail
3. Select the ad die in the list or select None for printing no ad die.
The icon indicates the current selection.
4. Press [OK] to validate your selection.
The Customize stamp screen is displayed with updated parameters (home screen:
).
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3
Processing Mail
Moving the Stamp (Print Offset )
You can move the stamp away from the edge of the envelope when printing on thick
envelopes with rounded edges.
1 - Imprint printing offset
How to Move the Stamp (Print Offset)
To add an offset to the stamp position:
1. As a user:
Tap the Offset zone on the screen
Press and type 2.1 or select the path:
Job settings Print offset
The Print offset screen is displayed.
2. Select the offset and press [OK] to validate.
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Using Imprint Memories
Imprint Memories allow you to create a preset memory that can include the rate, custom
text, ad die and date mode for the Type of stamp you would like to use.
In account-activated configurations, Imprint Memories allow you assign postage costs to
pre-selectedaccounts .
If your mail requires different settings, then the imprint memories
are the solution: all your settings are stored in a single memory.
Just press the imprint memory key instead of multiple keystrokes
to select all the required elements.
See also
To prepare imprint memories as supervisor, see Imprint Memories on page 152 .
•
How to Use an Imprint Memory
To use an imprint memory:
3
Processing Mail
1. Either:
Tap the Imprint memory zone on the screen
, or
Press
or
The imprint memories list is displayed.
Press and type 3 or select the path:
Imprint Memories
2. Select an imprint memory in the list.
3. Press [OK] to validate your selection.
The imprint memory zone (Mem ) of the home screen displays the current imprint
memory name.
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Using the Sealing Function
Hand-Feed Table Moistener
3
Processing Mail
If your hand feed table is equipped with a moistener, you can close the envelopes by sliding
the flap under the moistener brush while feeding them into the base mail path.
Do not attempt to seal self-adhesive envelopes. Use standard flap
envelopes.
Auto-Feeder Sealer (Optional)
Your Auto-Feeder can seal envelopes while printing postage or for “seal only” usage.
Move the selector at the front of the feeder right or left to change the sealing mode:
Additional information
Do not insert envelopes already sealed in the Feeder when the
Sealing Function is ON: the envelopes could jam.
Sealer OFFSealer ON
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Advanced Operations3.7
Emergency Stop
How to Enable an Emergency Stop
If you want to stop the system in the event of an emergency:
To stop the run process immediately:
1.
Press .
Using Batch Counters
Batch counters allow you to track and report pieces (items) and postage (value) since the
last counter reset.
To produce reports associated to counters, see Reports on page
89 .
3
Processing Mail
How to Reset Batch Counters
To reset a Counter:
1. As a user:
Press and type 2.3 or select the path:
Job settings Start batch counters
2. Select the counter you wish to reset and press [OK] .
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3
Processing Mail
Piece Counting
This function uses the Weighing Platform to count a stack of identical mail pieces.
How to Count Mail pieces by Weighing
To count mail pieces by weighing:
1. As a user:
Press and type10 or select the path:
Piece Counting
2. Place 10 items on the Weigh Platform and press [OK] .
3. Put the complete stack of items on the Weigh Platform and press [OK] .
4. The total number of items is displayed.
You must first weigh 10 (ten) items in order to get the count of the
total number of items.
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Money Operations4
This section describes how you can load and manage money in your Mailing System to
allow postage operations.
4.1 Overview ...............................................................................69
4.2 Managing Funds ..................................................................70
How to Check the PSD (Meter) Funds ...........................................................70
How to Add Funds to the PSD (Meter) ...........................................................72
4.3 Unlocking the PSD (Postal Inspection) .............................74
How to Unlock the PSD ..................................................................................74
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Page 76
Overview4.1
The PSD, located in the base, handles the funds (or money) in your Mailing System.
The PSD performs all necessary operations to comply with the postal standards. To do so,
regular connections to the Postal Services are necessary.
Check that your Mailing System is connected to a telephone line
or network (see Connections on page 20 ) and that the connection
is properly configured (see Connection Settings on page 155 ).
4
Managing Funds
As a user, you can carry out the following operations dealing with funds in your Mailing
System:
Check the available funds in the PSD
•
Add funds to the PSD.
•
The funding operations trigger a connection of the Mailing System to Postal Services through
the telephone line or internet connection.
Tracking Funds
You can generate reports on the use of your postage funds as all Mailing operations involving
your postage are recorded by the Mailing System.
To generate reports, see Reports on page 89 .
Money Operations
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Managing Funds4.2
Checking Funds
You can check the total postage used and the remaining funds in the PSD at any time. To
check that the funds are available to complete your current task.
4
Use the following steps to display your available postage funds.
Remaining funds are continuously displayed at the bottom of the home screen (see Control
Panel Features on page 17 ). You can also use the procedure below.
Money Operations
How to Check the PSD (Meter) Funds
To check available funds:
1. Either:
Press or
The Funds Menu is displayed.
Press and type 7 or select the path:
My Funds
2. Select the menu path:
Funds Used / Funds Available (or type 1 ).
The screen displays your postage funds as shown below.
(Ascending = funds used. Descending = funds available.)
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Adding Funds
You can add funds to your Mailing System at any time by complete the steps listed below.
The Mailing System then connects to the Postal Services and validates the operation.
4
Money Operations
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How to Add Funds to the PSD (Meter)
To add funds to the PSD:
1. Either:
Press or
4
Money Operations
2. Select Add Funds (or type 2 ).
3. If the system asks for a PIN code, enter the code using the keypad and press [OK] .
The Funds Screen is displayed.
By default, the system displays the value of the previous transaction.
4. Enter the amount of postage to add using the keypad (use C to clear a digit, press C
twice to clear the field).
Press and type 7 or select the path:
My Funds
5. Press [OK] to start the connection to the Postal Server.
If the funding process is successful, the system displays a successful message.
If funding fails, the system displays a failure message and the amount that you may
actually add, depending on your postal account balance.
In the case of a communication error, the amount previously entered
cannot be changed. Check connection settings (see Connection
Settings on page 155 ).
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6. You can open the Funds Used / Funds Available screen to check your account balance
once the transaction is complete (see How to Check the PSD (Meter) Funds on page
70 ).
Additional information
See also
As supervisor, you can set the Mailing System to ask for a PIN code for crediting:
•
see How to Set/Cancel a Funding PIN Code on page 139 .
4
Money Operations
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4.3
Manual Call
The postal service requires your postage meter (PSD) to periodically connect for postal
4
security regulation. If you have not connected your system after a period your system will
automatically be deactivated.
You have to do a connection within 90 days.
Money Operations
If your system is deactivated, you have to perform a connection to the Postal Services to
unlock the PSD.
Unlocking the PSD (Postal Inspection)
You can also use the Audit function to set the Mailing System time
after Daylight Savings Time transitions , as connecting to the
Postal Services sets the Mailing System time and date.
How to Unlock the PSD
To unlock the PSD and manually connect to the Postal Services:
1. Either:
Press or
2. Select Postal Inspection (or type 3 ).
The system asks for confirmation.
3. Press [OK] to connect to the Postal Services.
If the audit is successful, the system displays a successful message.
If the audit fails, the system displays a failure message explaining the cause of the
error. Try to correct the cause and retry.
Press and type 7 or select the path:
My Funds
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5
Managing Accounts
and Assigning Rights
This section describes how you can manage accounts as the supervisor to track postage
funds usage and/or set access rights to a variety of functions on your Mailing System.
5.1 Accounting and Assigning Rights Overview ....................77
5.2 Selecting an 'Account Mode ' .............................................79
5.3 Guidelines to Setup an Account ........................................80
5.4 Selecting an 'Account Mode' ..............................................82
How to Display and Change the 'Account Mode' ...........................................82
5.5 Managing Accounts .............................................................83
How to Create an Account .............................................................................84
How to View / Edit Account Information .........................................................85
How to Activate / Deactivate an Account .......................................................86
How to Delete an Account ..............................................................................86
How to Export an Account List .......................................................................87
How to Import Accounts .................................................................................88
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5.1
Accounting and Assigning
Rights Overview
Postage Tracking and Access Control
Your Mailing System allows you to track postage by account/department and to add security
to prevent unauthorized use of a variety of functions.
Track postage expenditures: the Accounts function
•
Control user access with PIN code to the machine: the Access Control function.
•
You can activate one or the other of these functions.
5
Postage tracking can be done using your Mailing system, on line, or with a MAS.
The Accounts Function
Activating the Accounts Function in the Mailing System is a convenient way to monitor,
track and control postage expenses by, for example, associating accounts to departments
in your organization (Marketing, Sales, etc.) or to different companies, if the Mailing System
is shared.
When the Accounts Function is activated, the currently selected account is charged each
time the user applies postage to mail.
You can then issue reports on each account (for information about reports, see Reports
on page 89 ).
Accounts from the User's Perspective
If the Accounts Function is activated, users of the Mailing System must select an account
when starting their work session.
Managing Accounts and Assigning Rights
Afterwards, users can change accounts to allocate postal expenditures as needed.
To control the use of funds, each account can be allocated a budget that cannot be overrun.
This optional feature is described in the Advanced Reporting User Guide .
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The Access Control Function
As supervisor, you can set the Mailing System to ask for a PIN code when a user wakes
the machine up to start a session.
This allows you to protect the system and restrict the usage of your funds.
The different access control policies you can implement as the supervisor are:
5
Managing Accounts and Assigning Rights
No PIN code : unlimited access
•
Unique System PIN Code : users enter a PIN code to access the system.
•
Operator PIN codes : users enter their own PIN code to access the machine.
•
In this last mode, the operators use only the accounts you allow them to access to.
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Selecting an 'Account Mode '5.2
Introducing the 'Account Modes'
The 'Account mode' allows you to set up both the Accounts and the Access Control functions
(see Accounting and Assigning Rights Overview on page 77 ).
The table below lists the functional access control for each account mode.
Access Control Function
YesNo
'No account'No
Accounts Function
The table below summarizes the 'Account mode' options available and the function of each
option, on the user and supervisor points of view.
'No Account'
'No Account with
Access Control'
No postage tracking
No access control
No postage tracking
Protects access to the system
'Accounts'Yes
'No account with access
control'
'Accounts with access
control'
Unlimited access to the system
Type a PIN code (shared by all
users) to log in
5
Managing Accounts and Assigning Rights
'Accounts'
'Accounts with Access Control'
Tracks postage by Account/Department
Tracks postage by Account/Department
Controls access to system and to
accounts
Select the account to charge
postage
Type a PIN code to log in
Select the account to charge
postage
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See also
Setting up 'No Account '
The 'No Account' mode provides users with unlimited access to the system (self-service
type).
5
This is the default mode in your Mailing System.
Implementing “No account”
Managing Accounts and Assigning Rights
Guidelines to Setup an Account5.3
Selecting an 'Account Mode ' on page 79 .
•
Follow the procedure How to Display and Change the 'Account Mode' on page 82
•
and select the 'No Account' mode.
'No Account' Management Menu
In No account mode:
No other setting is necessary for the 'No Account' mode.
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Setting up 'Accounts '
In 'Accounts' Mode, users must select an account before they can process their mail. The
user can change accounts at any time during mail processing.
If only one account is available, the Mailing System automatically
selects it at start up.
Implementing the “Accounts Mode”
1.
Follow the steps outlined in How to Display and Change the 'Account Mode' on page
82 and select the 'Accounts' Mode.
2.
Create accounts as indicated in How to Create an Account on page 84 .
When you activate the 'Accounts' Mode, the system creates an
account by default.
'Accounts' Mode Management Menu
In Accounts Mode, the menu allows you to manage your accounts.
5
Managing Accounts and Assigning Rights
See also
To add, modify or delete accounts, see Managing Accounts on page 83 .
•
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5
Selecting an 'Account Mode'5.4
How to Display and Change the 'Account Mode'
See also
Guidelines to Setup an Account on page 80 .
•
To display and change the 'Account mode':
1. As supervisor (see How to Log in as Supervisor on page 126 ):
Press and type 5.1 or select the path:
Managing Accounts and Assigning Rights
2. Select another 'Account mode'.
3. Press [OK] to confirm.
4. If required, enter the PIN code and press [OK] .
Account Management Account Mode Selection
The Account Mode Selection screen is displayed with the current 'Account Mode'
shown.
The Mailing System then confirms that the 'Account Mode' has been changed.
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Managing Accounts5.5
Selecting an Account Mode
You can only manage accounts in the Accounts Mode.
Before creating accounts , see Setting up 'Accounts ' on page 81.
Account Information
The number of accounts you can create is set to 30 by default and can be increased to
300 if required.
Every account includes the following information, which is displayed on the Add account
screen:
Number
11 Alphanumeric
Characters
Number of the account. Two accounts cannot have
the same number.
An account number cannot be modified after the account is created. However, the account can be
deleted.
5
Managing Accounts and Assigning Rights
Name
See also
About changing the maximum number of accounts, see Account level on page 115 .
•
Printing the current account list: Account List Report on page 101 .
•
32 Alphanumeric
Characters
Name of the account. Two accounts cannot have
the same name.
Only active accounts are visible to users.Active / InactiveStatus
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Account Management
Follow the steps below to create, modify, activate/deactivate or delete accounts.
See also
5
Creating Accounts
Managing Accounts and Assigning Rights
How to Create an Account
You can also import a list of accounts. See Importing/Exporting
Account Lists on page 87 .
Account Information on page 83 .
•
To Create an account activate the mode “accounts”. See How to Display and Change
the 'Account Mode' on page 82
1. As supervisor (see How to Log in as Supervisor on page 126 ):
Press and type 5.2.1 or select the path:
Account management Manage accounts Account list
The Account list screen is displayed.
2. Using the keypad:
Enter the Account Number and press [OK]
Enter the Account Name and press [OK]
Select the Account Status (active or inactive) and press [OK] .
The Account creation summary screen will appear.
3. Press [OK] to confirm the creation of the account.
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Editing Accounts
Use the following steps to modify an account name or account status.
The account number cannot be edited once it is created.
How to View / Edit Account Information
To view or edit an account:
1. As supervisor (see How to Log in as Supervisor on page 126 ):
Press and type 5.2.1 or select the path:
Account management Manage accounts Account list
The Account list screen is displayed.
2. Select the account (or type the account number) and press [OK] .
3. Select Edit / Modify .
5
Managing Accounts and Assigning Rights
The Edit / Modify screen appears.
4. Change each parameter using the keypad (use key [C] to clear characters). Press
[OK] to display the next parameter.
The Account modification summary screen is displayed.
5. Press [OK] to accept the changes.
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Activating Accounts
This function allows you to create accounts in advance and prevent them being used before
your account structure is complete.
How to Activate / Deactivate an Account
To activate or deactivate an account:
1. Perform procedure How to View / Edit Account Information on page 85 .
5
2. Change the account status (the button displays the current status: active or inactive)
3. Accept the changes by pressing [OK] on the Account modification summary .
Managing Accounts and Assigning Rights
Deleting Accounts
and press [OK] .
If an account is deactivated it is no longer visible to the operator.
You may need to delete an account.
How to Delete an Account
To delete an Account:
1. Perform procedure How to View / Edit Account Information on page 85 .
2. On the Account management screen, select Delete (or type 2 ) instead of Edit/Modify.
A confirmation of account deletion is displayed.
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Importing/Exporting Account Lists
Using a USB memory key, you can import an account list to or export an account list from
your mailing machine as a CSV file.
Imported accounts are created and added to the existing account list as unformatted
accounts.
Using a spreadsheet program or a simple text editor, modify an
exported CSV file to add new accounts to your Mailing System by
re-importing the file.
Exporting an Account List
You can export an account list as a CSV file, for use as back-up or to modify it to create
new accounts.
The account list is exported with no group hierarchy.
5
Managing Accounts and Assigning Rights
How to Export an Account List
To export an account list on a USB memory key:
1. As supervisor (see How to Log in as Supervisor on page 126 ):
Press and type 5.2.4 or select the path:
Account management Manage accounts Export Account list
2. Insert the USB memory key into the USB port of the base (at rear left) and press [OK].
3. Follow the instructions displayed on the screen.
At the end of the process, a message will inform you that you when you may remove
the USB memory key.
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Importing Accounts
To import accounts into your Mailing System, place the CSV file on a USB memory key.
You can only import CSV files located in the root directory of the
USB memory key.
The CSV file should have the following characteristics:
5
Name
Managing Accounts and Assigning Rights
See also
How to Import Accounts
To import accounts from a CSV file:
Format is ACS_yyyymmdd_hhmmss.CSV (example:
ACS_20091007_035711.CSV
; (semi-colon)Field delimiter
New lineRecord delimiter
To add accounts to your Mailing System, export the current account
list and modify it before re-importing it into the Mailing System.
Maximum number of accounts: Account Information on page 83 .
•
1. As supervisor (see How to Log in as Supervisor on page 126 ):
Press and type 5.2.3 or select the path:
Account management Manage accounts Import Account list
2. Insert your USB memory key into the USB port of the base (at rear left) and press
[OK] .
3. Select the CSV file to import and press [OK] .
4. Follow the instructions displayed on the screen.
At the end of the process, a message will inform you when you may remove the USB
memory key.
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Reports6
This section explains how you can access and print reports for your Mailing System.
6.1 Reports Overview ................................................................91
6.2 Generating a Report ............................................................93
How to Generate a Report (as a User) ..........................................................93
How to Generate a Report (as Supervisor) ....................................................94
6.3 Counter Data ........................................................................95
6.4 Postage Data ........................................................................97
6.5 Funds Data ...........................................................................99
6.6 Account Data ......................................................................101
How to Generate the Account List Report ....................................................102
6.7 System Data .......................................................................105
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Reports Overview6.1
As a user or supervisor, you can get a range of reports to regularly view, print or store
information regarding your Mailing System usage, funds usage, account expenditures, etc.
Your Mailing System can also upload basic data that can be viewed online. Enhanced
online postal expense management reporting can be added as an option.
Reports generally require a beginning date and an end date. Typically, the reports are
available on screen and can be printed out on an external USB printer or saved on a USB
memory key.
Your Mailing System also allows you to get reports on mailing activity over the past two
years.
The table below lists the available reports.
List of Reports
Output on: L=label (or envelope), S=screen, P=USB printer, F=USB memory key
COUNTER DATA
Batch Data
Received Batch
Data
Daily Usage
SPBatch Counter and corresponding postage for outgoing mail since the last
reset.
SPBatch Counter for incoming mail ('Received on')
since the last reset.
POSTAGE DATA
SPFConsumption information
(total items and total
postage value) for each
day of a selected period.
Batch Data Report on page 95
Received Batch
Data on page
96
Daily Usage Report on page 97
6
Reports
Monthly Usage
postage value per month
for a selected period.
FUNDS DATA
SPFTotal items and total
Monthly Usage
Report on page
98
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Funds Usage Information
usage in the machine
(since the installation of
the machine). Contents is
limited to the history available in the PSD.
LSPFInformation on the funds
Funds Summary
Report on page
99
Adding Ppostage
Machine Configura-
6
tion
Reports
Base Events
PSD Events
Report
formed on the machine in
a selected period (supervisor only).
SYSTEM DATA
print default data, date
advance, postal services,
connections, Ink cartridge,
weighing options, modem,
etc.)
Events listed for diagnostics with customer service
assistance only (supervisor only).
IP configuration settingsIP Configuration
SPFLast refill operations per-
PFSupervisor settings (im-
Adding Postage
Report on page
100
Machine Configuration Report on
page 105
Proxy Configuration Report
Proxy configuration settings
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Generating a Report6.2
To generate a report, select the desired report, and choose how you want to display or
record the report:
On screen
•
On an external printer (if any)
•
On a USB memory key
•
How to Generate a Report (as a User)
To generate a Report:
1. As a user:
6
Press and type 6 or select the path:
Reports
2. A list of available report types is displayed.
3. Select the report type and press [OK] .
4. Depending on the report type, the system may ask for preferences such as:
- Period of time targeted (begin date, end date)
- Desired account, etc.
- Select or type the required parameters and press [OK] .
- The Output selection screen is displayed.
Use the [C] key to clear displayed parameter data (from right to
left) and then enter the new parameter data you want.
Reports
5. Select an available output device and press [OK] .
The system will send the report details to the selected output.
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