Hasler IM-440, IM-330, IM-350 User Manual

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4135502P
IM-440
MAILING MACHINE
USER'S GUIDE
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CONTACTING HASLER
Hasler®, Inc. 478 Wheelers Farms Road Milford, CT 06461 www.haslerinc.com
Customer Service Customer Care 1-800-446-6027
Call for customer service or for your local dealer telephone number for technical support. The Customer Service Helpdesk can also direst you on where to obtain supplies for your Hasler mailing system.
TMS® Automated Account Information 1-800-248-8013
Call to check Account Balance, or other account information via touch-tone telephone. You can also talk to a customer service representative using this number .
TMS® Automated Account Information Online
(1) www.infonowonline.com or (2) www .haslerinc.com and select Postage Accounts (TMS). An online site that can answer all your details regarding your Account Balance (includes the current balance, the available balance and any unpaid advances), Y ou can also receive information on holiday schedules, meter operating guides, licensing forms, payment addresses, and customized TMS Bank Account statements.
CONTROL PANEL DESCRIPTION INSIDE
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CONTROL PANEL
(see manual section 2.3)
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Table of Contents
1 Read this First 1
1.1 What you will Find in this Manual........................................3
1.2 Safety Requirements...........................................................5
1.3 Environmental Conditions ...................................................9
2 Meet your Mailing System 11
2.1 System Layout ..................................................................13
2.2 Connections ......................................................................15
2.3 Control Panel Layout.........................................................17
2.4 Power Management..........................................................19
2.5 Mail Specifications ............................................................20
3 Processing Mail 23
3.1 Choosing a Type of Stamp................................................25
3.2 Preparing and Starting your Work Session.......................27
3.3 Running [Standard] Mail.................................................... 34
3.4 Running [Received] Mail ...................................................47
3.5 Running [No Stamp] Mail ..................................................49
3.6 Settings Details .................................................................52
3.7 Complementary Operations ..............................................66
4 Money Operations 69
4.1 Overview ...........................................................................71
4.2 Managing Funds ...............................................................72
4.3 Unlocking the PSD (Audit) ................................................74
5 Managing Accounts and Access Rights 75
5.1 Accounting and Access Rights Overview..........................77
5.2 Choosing an 'Account Mode'.............................................78
5.3 Guidelines to Implementing an 'Account Mode' ................79
5.4 Selecting an 'Account Mode'.............................................82
5.5 Managing the Accounts.....................................................83
6 Reports 89
6.1 Report Overview ...............................................................91
6.2 Issuing a Report ................................................................93
6.3 Counter Data.....................................................................94
6.4 System Data......................................................................96
6.5 Funds/Refill Data...............................................................99
6.6 Account Data...................................................................101
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7 Online Services 103
7.1 Online Services Overview...............................................105
7.2 Connecting to Online Services........................................ 106
7.3 Uploading Statistics ........................................................ 110
7.4 System Online Services..................................................111
7.5 eConfirmation Services...................................................112
7.6 Updating System Software ............................................. 118
8 Configuring your Mailing System 121
8.1 Settings Overview........................................................... 123
8.2 Logging in / out as the Supervisor .................................. 124
8.3 Changing the Display Language.....................................126
8.4 Enabling/Disabling Sounds............................................. 127
8.5 Adjusting Display Contrast..............................................128
8.6 System Time-outs and Settings...................................... 129
8.7 Funding Warnings and PIN Code...................................131
8.8 Weighing Settings........................................................... 133
8.9 Imprint Default Settings................................................... 140
8.10 Imprint Memories ............................................................145
8.11 Connection Settings........................................................147
9 Options and Updates 149
9.1 Options and Updates Process ........................................151
9.2 Managing Options...........................................................152
9.3 Managing Texts ..............................................................154
9.4 Managing Ad Dies........................................................... 156
9.5 Managing Rates..............................................................158
9.6 Using the Mailbox ........................................................... 159
10Maintaining your Mailing System 161
10.1 Maintaining the Ink Cartridge.......................................... 163
10.2 Filling and Adjusting the Feeder Sealer.......................... 170
10.3 Cleaning the Mail Path....................................................171
10.4 Running the Installation Wizard ......................................175
11Troubleshooting 177
11.1 Paper Jamming...............................................................179
11.2 Label Jamming................................................................183
11.3 Weighing Problems.........................................................184
11.4 Diagnostics and System Data.........................................185
12Specifications 189
12.1 General Specifications.................................................... 191
12.2 Operating Specifications.................................................192
Index 193
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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.............................................5
How to Disconnect your Mailing System........................................8
1.3 Environmental Conditions.....................................9
1 Read this First
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What you will Find in this Manual
1.1 What you will Find in this Manual
Section 1: Read this First
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
How you can process mail using the mailing system: choosing a type of task, weighing, selecting a rate, sealing your mail, running batches, etc.
Section 4: Money Operations
How you can load funds into your mailing system to enable postage printing.
Section 5: Managing Accounts and Access 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
How you can generate and print out reports for the mailing system usage, funds usage, account usage, etc.
Section 7: Online Services
How you can use your mailing system for online postal services and connect your machine for up-grades.
Section 8: Configuring your Mailing System
All the parameters of your mailing system you can set up as user (temporary settings) or supervisor (default settings).
Section 9: Options and Updates
How to update/upgrade your system and the stamp elements (texts, ad dies...).
Section 10: Maintaining your Mailing System
How to maintain or change the ink cartridge and other system components.
Section 11: Troubleshooting
What to do when a problem occurs: jamming, bad sealing, poor printing etc.
Section 12: Specifications
Detailed capabilities of your mailing system.
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Symbols
This manual uses the symbols listed below.
Glossary
This manual uses the acronyms listed below.
This symbol... Indicates...
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 cases or specificities.
TIP: advice to help you save time when processing your mail.
SUPERVISOR: indicates that you have to log in as supervisor
(using the supervisor PIN) to perform the procedure. Postage functions of the mailing system are not accessible in this mode.
Acronym Description
ALD Automatic Label Dispenser
Ascending Spent funds
Descending Remaining funds
ID IDentification
LAN Local Area Network: link between computers
PC Personal Computer
PIN Personal Identification Number
PSD Postal Security Device (Meter)
USPS United States Postal Services
WP Weighing Platform (Scale)
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1
Safety Requirements
Power Connection
Before connection, check whether the mailing system is suitable for the local AC power voltage; refer to the type plates at the back of the pieces of equipment.
•
Use a socket outlet located close to the equipment and easily accessible. As the power supply cord is the equipment disconnecting device, 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 there is no strain on the power supply cord.
1.2 Safety Requirements
THIS EQUIPMENT MUST BE GROUNDED
• Only connect the power plug to a socket 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 wall plug and proceed to cleaning.
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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.
•
To avoid equipment damage, only use approved supplies (inks, tapes, cleaners...).
Follow the additional safety precautions below:
•
Do not place lighted candles, cigarettes, cigars, etc. on the mailing system.
•
When removing jammed material, avoid using too much force to prevent personal injury and damaging equipment.
•
When lifting covers, wait for all parts to stop moving before placing hands near feeder path or printhead.
•
To prevent overheating do not block the equipment ventilation openings or try to stop the power supply fans.
•
Do not remove bolted covers as they enclose hazardous parts that should only be accessed by a Service Representative.
The mailing system contains moving parts. Keep fingers, long hair, jewelry, neck ties, loose clothing away from the mail path at all times.
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Telephone and LAN Connections
Your mailing system uses a telephone line to connect to the postal services and to your customer online services.
You may also use a LAN to connect the mailing system to a mail accounting software on a separate PC.
Follow the additional precautions below:
•
Avoid using equipment during an electrical storm; there may be a risk of electrical shock from lightning.
•
Do not install telephone jacks or LAN connectors in wet locations.
•
Disconnect the telephone or LAN cord from the wall before removing equipment.
To prevent damage to equipment, do not confuse telephone jacks that connect to the modem and LAN connectors that are bigger:
Phone (4 pins) LAN (8 pins)
To reduce the risk of fire, only connect the modem to the tele-
phone line using supplied cable (see Specifications p.189).
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Disconnecting your Mailing System
How to Disconnect your Mailing System
How to Dis­connect your Mailing System
The power supply cord is the equipment disconnecting device.
1
First switch the mailing system to Sleep mode (see How to Turn the Mailing System to 'Sleep' Mode p.19) if there is no
emergency.
2
Unplug the power cord from the wall plug.
3
If present, unplug the LAN cable and the telephone cord from their sockets as they may still be energized.
Unplugging the power cord only when the mailing system is in Sleep mode avoids keeping the ink cartridge in an unprotected position where the ink may dry out and become unusable.
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1
Environmental Conditions
Temperature and Relative Humidity
Your mailing system should only be operated in the following conditions:
Weighing accuracy
1.3 Environmental Conditions
Temperature range 50°F - 104°F Relative humidity 80% max. without condensation
To obtain the best weighing results, use a solid and steady table:
• Far from any door
• Far from any fan.
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1
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Meet your Mailing System
Get to know your mailing system in this section.
2.1 System Layout..................................................... 13
2.2 Connections ........................................................15
2.3 Control Panel Layout .......................................... 17
2.4 Power Management........................................... 19
How to Turn the Mailing System to 'Sleep' Mode ........................19
2.5 Mail Specifications............................................. 20
2 Meet your Mailing
System
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Meet your Mailing System
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2
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System Layout
Figure 1 : Mailing system with Auto feeder
Figure 2 : Base internal details
2.1 System Layout
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2
Table 1 : Mailing system layout
Auto label dispenser Contains labels to be printed. Base Prints envelopes (or labels) and controls the mailing
system.
Catch tray Receives mail pieces after processing. Control panel Allows you to control the mailing system. Hopper Beginning of mail transport path. Ink cartridge Prints the stamps and contains ink. Jam release handle Allows you to remove jammed envelopes or labels. Label storage Use this slot to store labels horizontally. Postal Security Device
(PSD)
Manages postage.
Rear guide-wall Guides envelopes into the feeder. Sealer bottle Provides water to seal envelopes (optional). Side guide Holds large envelopes in place for feeding. User guide receptacle Stores this User Guide. Weighing platform Measures weight of mail pieces.
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2
Connections
Rear Connectors
Figure 3 : Base rear connectors
COM1 To mixed feeder or dynamic scale COM2/3 To weighing platform COM4 (future use) USB To modem, printer or USB memory device LAN To accounting software on a PC
2.2 Connections
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2
Connection Diagrams
1 Feeder to Base 2 Base to Weighing Platform 3 Telephone cable
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2
Control Panel Layout
Table 2 : Screen layout
2.3 Control Panel Layout
See control panel layout on flap of the cover of the manual.
Account Displays account currently selected. Ad die Indicates that an Ad die will be printed. Date Displays the date that will be printed. Imprint memory Displays selected imprint memory when applicable. Mailbox Indicates unread messages in user's message box. Postage Indicates the amount to be printed. Print offset Indicates the printing offset status (stamp position shif-
ting for thick envelopes).
Rate and services Indicates the current rate and services selected. Text Indicates that a text will be printed. Weighing type Current weighing method. Weight Current weight used to calculate postage.
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2
Table 3 : Keys and shortcuts
NAVIGATION KEYS
Return Goes back to the previous screen.
Home screen Displays the current type of stamp (type of task).
Menu Accesses the settings menu.
OK Validates an action or selection.
SHORTCUT KEYS Funds Accesses funds management. Imprint memo-
ries
Accesses preset stamp and account memories. These presets are managed by the supervisor.
Print labels Switches to label printing (instead of envelopes).
Rate selection Displays the rate selection screen. Stamp confi-
guration
Accesses the type of stamp selection and stamp set up screens.
Weighing mode
Opens the weighing type selection menu (Standard wei­ghing, Differential weighing, Manual weight entry...)
KEYPAD
Alphanumeric keys
Allows the entry of amounts or weights, the selection of numbered menu options or to type texts (press a key several times to display all possible characters).
Clear / Reset rate
Clears keypad entries or, from the home screen, resets rate to default.
START / STOP KEYS
Sleep/wake
Wakes the mailing system or turns it to 'Sleep' mode. The light indicates the system state (green = awake, amber = asleep).
Start Starts printing.
Stop
Stops printing and all mechanical activity (motors) in the mailing system.
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Meet your Mailing System
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2
Power Management
Energy Star® Compliance
Office equipment is generally powered on 24 hours a day, so power management features are important for saving energy and are an easy way to reduce air pollution.
Your mailing system is an Energy Star
®
qualified mailing system that automatically
goes into a low-power 'Sleep' mode after a period of inactivity.
The period is set to 20 minutes by default.
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.
How to Turn the Mailing System to 'Sleep' Mode
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:
¾
Green: the mailing system is awake and ready for use.
¾
Amber: the mailing system is in Sleep mode.
2.4 Power Management
To change the period of time after which the mailing system swit-
ches to 'Sleep' mode, see How to Change System Time-outs
p.130.
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2
Mail Specifications
Base Characteristics
Envelope Dimensions
Your mailing system can handle envelope & flap sizes as illustrated below.
Figure 4 : Mailing specifications
Note: illustration is not on scale.
Flap angle: 19° min. / 60° max.
Envelope Weight
Envelope Thickness
2.5 Mail Specifications
Min 0.1 oz Max 2 lb
Min 0.008 " Max 0.63" (1 envelope at a
time, no sealing)
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2
Feeder
See also
•
How to Use the Feeder p.32.
Envelope Stack
Envelope Thickness
With optional sealer:
Min weight 0.1 oz Max weight 2 lb 10.2 oz Max height 4"”
The feeder cannot handle nested envelopes.
Max with sealer OFF 0.5"” Max with sealer ON 0.375"”
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2
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Processing Mail
This section describes how you can run mail: choosing a type of stamp, selecting a rate and weighing method, activating sealing and so on, depending on the type of process you need to apply to your mail.
3.1 Choosing a Type of Stamp ................................ 25
3.2 Preparing and Starting your Work Session ........27
How to Sort Mail...........................................................................28
How to Log in and Start a Work Session .....................................29
How to Change the Current 'Type of Stamp' ...............................30
How to Use the Feeder ................................................................32
3.3 Running [Standard] Mail.................................... 34
How to Apply Standard Postage (Settings)..................................34
How to Apply Standard Postage (Running Mail)..........................37
How to Re-Date Mail (Settings) ...................................................41
How to Re-Date Mail (Running Mail) ...........................................43
How to Correct Postage Amount (Settings) .................................44
How to Correct Postage Amount (Running Mail) .........................46
3.4 Running [Received] Mail .....................................47
How to Process Received Mail (Settings)....................................47
How to Process Received Mail (Running Mail)............................48
3.5 Running [No Stamp] Mail .................................. 49
How to Process Mail without Printing (Settings) ..........................49
How to Process Mail without Printing (Running Mail) ..................51
3.6 Settings Details .................................................. 52
How to Change Accounts ............................................................52
How to Select a Rate ...................................................................53
How to Enter Postage Manually...................................................54
How to Change the Weighing Type .............................................57
How to Enter Weight Manually.....................................................58
How to Change the Date on the Stamp .......................................60
How to Add (or Cancel) a Text on the Stamp ..............................61
How to Add (or Cancel) an Ad Die on the Stamp ........................62
How to Move the Stamp (Print Offset) .........................................63
How to Use an Imprint Memory ...................................................64
3.7 Complementary Operations.............................. 66
How to Stop the Run Process......................................................66
How to Reset Batch Counters......................................................66
How to Fill the Auto Label-Dispenser...........................................67
3 Processing Mail
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Processing Mail
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3
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Processing Mail
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3
Choosing a Type of Stamp
Introducing the 'Type of Stamp'
To process mail, you must first choose a 'Type of stamp' that corresponds to the type of process you want to apply to your mail: printing postage for different rates, applying amount or date corrections, printing 'Received' and the date, etc.
For each 'Type of stamp' you select, the mailing system displays all the parameters ­and only those parameters - that concern the type of process you want to apply.
Home Screen and Configuration Menu
Each type of stamp is associated to:
•
A specific Home screen that displays current parameters (weight, postage...)
•
A specific Configuration menu that allows you to set the stamp parameters.
3.1 Choosing a Type of Stamp
To directly gain access to the configuration menu of the type of
stamp, press on the control panel.
Shortcut keys are available on the front panel of your machine. Using them saves you many key strikes to reach rate selection, imprint memories, weighing modes, imprint customizing, funds status...
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Processing Mail
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3
Types of Process and Types 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 parameters you can set before running mail.
If you do not set any parameter, the mailing system uses default values.
See also
•
To set default values as supervisor: see Configuring your Mailing System p.121.
Type of process Type of stamp Parameters to run mail
Apply postage to
outgoing mail
[Standard]
•
Rate
•
Weight
•
Date format
•
Text (optional)
•
Ad die (optional)
•
Print offset (optional)
Re-date a mail piece [Standard]
•
No weight, amount = 0
•
Date format
•
Print offset (optional)
Correct the amount on a mail piece
[Standard]
•
Manual amount of postage
•
Date format
•
Print offset (optional)
Print 'Received' or the date on incoming mail
[Received]
•
Print date and/or 'Received'
•
Print offset (optional)
Seal or count envelopes without printing
[No stamp]
•
(None)
The machine selects [Standard] type of stamp at start up by default.
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3
Preparing and Starting your Work Session
In this section
This section recommends a list of preparation steps to help you running your mail ef­ficiently.
Mail preparation involves:
•
Sorting mail by type and task, to make processing faster (p.28)
•
Logging into the system to start a work session (p.29)
•
Selecting the Type of stamp that corresponds to each set of mail (p.30)
•
Checking additional issues concerning your machine: ink level, funds... (p.31).
This section also describes how to use the mailing system automatic feeder (p.32).
3.2 Preparing and Starting your Work Session
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Processing Mail
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3
Sorting Mail by Type and by 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 or dynamic scale options that allow you to process mail much quicker.
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, option that allows you to process mail much quicker.
Follow the procedure below to split your mail in different stacks.
How to Sort Mail
How to Sort Mail
Put the mail in different stacks according to the characteristics and in the order that follows:
1
Type of process to apply
See table p.26:
¾
Outgoing mail
Standard postage with different rates or services
Re-dating
Correcting amount
¾
Incoming mail
¾
Sealing only or counting.
2
Separate envelopes to seal from other mail pieces.
3
Account to use (only if you have to select an account at logging in)
4
Rate and/or services to apply
5
Physical characteristics
Separate mail pieces that exceed the weight, size or thickness allowed in the machine mail path.
See Mail Specifications p.20.
6
Sort each stack by size.
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Processing Mail
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3
Turning Machine On and Starting a Work Session
Turning the machine on starts a work session on the mailing system.
At start-up, depending on supervisor settings:
•
The access to the machine may be free
•
You may have to enter a PIN code
•
You may have to select an account.
Your work session ends when the system returns to 'Sleep' mode.
See also
•
To change accounts when a session is already opened, see Changing Accounts
p.52.
•
To choose the policy for accounting and access control as supervisor, see Ma- naging Accounts and Access Rights p.75.
•
How to Turn the Mailing System to 'Sleep' Mode p.19.
How to Log in and Start a Work Session
How to Log in and Start a Work Session
To log in as user:
1
Press to wake the system up.
The system may display one of the following screens:
¾
Home screen [Standard]. In that case, you are logged in,
no other step is required.
¾
Login screen
¾
Account screen
2
On the Login screen, enter your operator PIN code.
3
On the Account screen, select your account as follows.
¾
Use up and down arrows (use double arrows to scroll list) and press [OK] to validate, or:
The Home screen [Standard] screen is displayed. Your work
session begins.
Find your account quicker: instead of using up and down arrows, type the account number.
To type letters instead of figures using the keypad, press the cor­responding key several times in a row as on a mobile phone.
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Processing Mail
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3
Selecting the Type of Stamp
For each stack of mail you have sorted (see p.28), select the type of stamp you need to process your mail as follows.
How to Change the Current 'Type of Stamp'
How to Change the Current 'Type of Stamp'
Once you are logged in as user:
1
Either:
The Build stamp/imprint 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 or type its number and press [OK].
The Build stamp/imprint screen is updated and displays the
menu items that allow you to modify the stamp parameters.
4
Press or to return to the home screen.
Press
or
Press and type 1 or select the path:
> Build stamp/imprint
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3
Checking Machine State
The list below raises questions to answer from time to time to ensure your work will not be interrupted during a run to change the ink cartridge, add funds into the machine, etc.
Table 1 : Machine check list
Question... How to answer
Are the mailing system funds sufficient to complete your postage session?
Look at the funds counter at the bottom of the screen, or:
Press and type
1
to check funds balance.
To add funds, see How to Add Funds to the PSD
p.73.
Do you need to clear the batch counter?
Clear batch counters if you intend to issue a report
on the mail run you are about to start (see Batch Data Report p.94). See How to Reset Batch Counters p.66.
Is the sealing/moistening device properly filled?
(if installed)
For sealing while printing the envelopes.
Is the scale properly zeroed or tared?
Before laying envelope(s) on the weighing plat-
form, your home screen should display 00 lb
0.0 oz. If __lb _._oz is displayed, perform a 'rezero'
of the WP.
See How to Rezero the Weighing Platform p.134.
Are labels in place in the ALD?
(if you plan to print on tape)
See How to Fill the Auto Label-Dispenser p.67.
Is there enough ink in the car­tridge?
To display the level of ink in the printing headset,
see How to Display Ink Level and Cartridge Data
p.164.
You can be warned when the available funds get below a preset
value (see How to Set the Low-Funds Threshold p.131).
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3
Using the Feeder
The procedure below describes how to place a stack of mail pieces at the mail path entrance.
Depending on the weighing method you will choose to run mail, you may have to insert the envelopes one by one or to put a stack of envelopes on the hopper.
You may set envelopes to portrait feed.
How to Use the Feeder
How to Use the Feeder
Taking a stack of mail pieces:
1
Fan the envelopes to separate them.
2
Bevel the edge of the stack.
3
Place the envelopes on the hopper, their upper edge resting against the rear guide.
4
Adjust the side guide for large envelopes. To adjust the guide, push it gently to rest against the envelopes, without pressing.
Flap envelopes: close each flap separately (nested flaps are not supported).
Do not try to seal self-adhesive envelopes.
Close them before feeding.
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Thickness setting:
For thin or thick envelopes, you may have to adjust the thickness setting of the feeder. Use this setting if several thin envelopes pass at a time in the feeder or, on the contrary, if thick envelopes are blocked at the entrance of the mail path.
1
Open feeder cover.
2
Change lever position:
¾
1 for thin envelopes
¾
2 for thick envelopes.
3
Close feeder cover.
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3
Running [Standard] Mail
In this Section
This section describes the parameter settings and mail handling sequences for the mail processes that use the [Standard] type of stamp:
•
Applying postage using different rates
•
Re-dating mail
•
Correcting postage amount.
See also
•
About the use of other 'types of stamp', see Choosing a Type of Stamp p.25.
Applying Standard Postage
Sequence of Settings
The procedure below outlines steps in a recommended sequence to process 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 corres­ponding parameters and be able to run mail.
How to Apply Standard Postage (Settings)
How to Apply Standard Postage (Settings)
Compulsory settings:
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.
2
Check or change the type of stamp. Press to access the Build stamp/imprint screen:
The type of stamp is indicated on line 2 of the screen.
3.3 Running [Standard] Mail
Make sure you have already completed the preparation steps
mentioned in Preparing and Starting your Work Session p.27.
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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 Build stamp/imprint screen as follows:
¾
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 p.62.
¾
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 p.61.
¾
Check or change the date or date format:
Select Date and then select a date option in the Date advance screen. Select No date advance for printing the standard date. For more details, see How to Change the Date on the Stamp p.60.
Press or to return to the home screen.
3
Select a rate and add services. Press to open the Rate selection screen.
To select an option in the screen:
¾ Highlight the option using the arrow keys and ¾ Then always press to validate your selection.
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¾
Type a rate number to select a rate or display new options
¾
Press 8 to select the Rate wizard and choose rate options in lists.
For more details, see Selecting a Rate p.53.
4
Select a weighing type (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 p.55.
To change the current weighing method, press and select a weighing type in the Weighing type screen.
For more details, see How to Change the Weighing Type
p.57.
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) p.63.
2
Close envelopes using the feeder sealer : see Using the Sealing Function p.65.
You are now ready to print.
You may also enter the postage amount man ually : on the home screen, type directly the first figure of the amount using the key­pad. For more details, see How to Enter Postage Manually p.54.
To set the stamp quickly, consider using imprint memories. The memories store stamp characteristics together with rates and, if activated, accounts. See Using Imprint Memories p.64.
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3
Running Mail
To run mail, follow the procedure below after you have completed the steps in Se­quence of Settings p.34.
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. For more information, see Details on the Weighing Types p.56.
How to Apply Standard Postage (Running Mail)
How to Apply Standard Postage (Running Mail)
In Standard weighing mode ( )
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.
3
Withdraw the envelope from the WP and insert it into the mail path against the rear-guide wall, side to be printed facing upwards.
The mailing system applies postage and the mail piece (or label) is sent to the catch tray.
Otherwise, if you want to print several identical labels:
1
Press and enter the number of labels. Make sure the labels are available in the label dispenser (see
Filling the Label Dispenser p.67).
2
Press to print the labels.
If you need to change the current account before applying pos-
tage (on account-enabled configurations), see How to Change Accounts p.52.
If mail piece is bigger than mail path maximum thickness (see Mail Specifications p.20), press to print a label. The label is
printed at once.
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In Differential weighing mode ( )
From the [Standard] home screen, to print postage on mail pieces:
1
Place the pile 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
To print the stamp, insert the mail piece into the base against the rear­guide wall, side to be printed facing upwards.
The mailing system applies postage and the mail piece (or label) is sent to the catch tray.
4
Repeat previous step of each piece of mail.
To quit the process at any time, press .
If mail piece is bigger than mail path maximum thickness (see Mail Specifications p.20), press to print a label. The label is
printed at once.
When you remove the last object from the WP, the mailing sys­tem asks if you want to print it. You can answer Yes or No. This allows you to use a mail basket without having to declare a tare on the WP.
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In Differential weighing auto-tape mode ( )
From the [Standard] home screen, to print postage on mail pieces:
1
Place the pile 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, starts motors and prints the label automatically.
3
Repeat previous step of each piece of mail.
To quit the process at any time, press .
If you inadvertently remove more than one item from the WP, replace removed items on WP before weight stabilization to avoid printing label (about 1.5 seconds).
When you remove the last object from the WP, the mailing sys­tem asks if you want to print it. You can answer Yes or No. This allows you to use a mail basket without having to declare a tare on the WP.
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In other modes (Manual weight entry , No weight source)
From the [Standard] home screen, to print postage on mail pieces:
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.
The mailing system applies postage and the mail piece (or label) is sent to the catch tray.
Otherwise, if you want to print several identical labels:
1
Press and enter the number of labels. Make sure the labels are available in the label dispenser (see
Filling the Label Dispenser p.67).
2
Press to print the labels.
If mail piece is bigger than mail path maximum thickness (see Mail Specifications p.20), press to print a label. The label is
printed at once.
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3
Re-dating Mail
Sequence of Settings
The procedure below outlines steps in a recommended sequence to re-date mail.
The sequence is similar to sequence Applying Standard Postage (p.34), except for
the following settings:
•
Postage must be set to zero
•
You do not have to weigh the mail piece.
You must begin with selecting the Type of stamp to gain access to the corresponding parameters and be able to run mail.
How to Re-Date Mail (Settings)
How to Re-Date Mail (Settings)
Compulsory settings:
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.
2
Check or change the type of stamp. Press to access the Build stamp/imprint screen:
The type of stamp is indicated on line 2 of the screen.
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].
Make sure you have already completed the preparation steps
mentioned in Preparing and Starting your Wor k Session p.27.
To select an option in the screen:
¾ Highlight the option using the arrow keys and ¾ Then always press to validate your selection.
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3
Change the date or date format from the Build stamp/ imprint screen as follows:
¾
Select Date and then select a date option in the Date advance screen. Select No date advance for printing the standard date. For more details, see How to Change the Date on the Stamp p.60.
Press or to return to the home screen.
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 p.54.
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) p.63.
2
Close envelopes using the feeder sealer : see Using the Sealing Function p.65.
You are now ready to print.
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3
Running Mail
To run mail, follow the procedure below after you have completed the steps in Se­quence of Settings p.41.
How to Re-Date Mail (Running Mail)
How to Re-Date Mail (Running Mail)
The postage amount 0 is displayed on the home screen. To print postage directly on mail pieces:
1
Press . System motors start running.
2
Insert the mail piece(s) into the mail path against the rear-guide wall, side to be printed facing
upwards (see How to Use the Feeder p.32).
The mailing system applies postage and the mail piece (or label) is sent to the catch tray.
Otherwise, if you want to print several identical labels:
1
Press and enter the number of labels. Make sure the labels are available in the label dispenser (see
Filling the Label Dispenser p.67).
2
Press to print the labels.
If mail piece is bigger than mail path maximum thickness (see Mail Specifications p.20), press to print a label. The label is
printed at once.
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Correcting a Postage Amount
Sequence of Settings
The procedure below outlines steps in a recommended sequence to correct the amount on mail.
The sequence is identical to Re-dating Mail (p.34), except for the following:
•
Postage must be set to the desired amount, instead of 0.
How to Correct Postage Amount (Settings)
How to Correct Postage Amount (Settings)
Compulsory settings:
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.
2
Check or change the type of stamp. Press to access the Build stamp/imprint screen:
The type of stamp is indicated on line 2 of the screen.
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].
Make sure you have already completed the preparation steps
mentioned in Preparing and Starting your Work Session p.27.
To select an option in the screen:
¾ Highlight the option using the arrow keys and ¾ Then always press to validate your selection.
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You can change the date or date format from the Build stamp/imprint screen as follows:
¾
Select Date and then select a date option in the Date advance screen. Select No date advance for printing the standard date. For more details, see How to Change the Date on the Stamp p.60.
Press or to return to the home screen.
3
Set postage to the desired amount:
¾
Type the first figure of the amount on the home screen:
this opens the Manual amount screen
¾
Complete the amount and then press [OK] to validate. For more details, see How to Enter Postage Manually p.54.
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) p.63.
2
Close envelopes using the feeder sealer : see Using the Sealing Function p.65.
You are now ready to print.
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3
Running Mail
To run mail, follow the procedure below after you have completed the sequence in
Sequence of Settings p.44.
How to Correct Postage Amount (Running Mail)
How to Correct Postage Amount (Running Mail)
The postage amount is displayed on the home screen. To print postage directly on mail pieces:
1
Press . System motors start running.
2
Insert the mail piece(s) into the mail path against the rear-guide wall, side to be printed facing
upwards (see How to Use the Feeder p.32).
The mailing system applies postage and the mail piece (or label) is sent to the catch tray.
Otherwise, if you want to print several identical labels:
1
Press and enter the number of labels. Make sure the labels are available in the label dispenser (see
Filling the Label Dispenser p.67).
2
Press to print the labels.
If mail piece is bigger than mail path maximum thickness (see Mail Specifications p.20), press to print a label. The label is
printed at once.
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3
Running [Received] Mail
In this Section
This section describes the parameter settings and mail handling sequences for mail processes that use the [Received] type of stamp, to:
•
Print the date on received mail, and/or
•
Print 'Received' on received mail.
See also
•
To choose the type of stamp to use for each type of mail process, see Choosing a Type of Stamp p.25).
Sequence of Settings
The procedure below outlines steps in a recommended sequence 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.
How to Process Received Mail (Settings)
How to Process Received Mail (Settings)
Compulsory 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.
2
Check or change the type of stamp. Press to access the Build stamp/imprint screen:
The type of stamp is indicated on line 2 of the screen.
To change the type of stamp, select the Type line, press [OK] and then select [Received] in the Type of stamp screen and press [OK].
Additionally, you can configure the printed elements
from the Build stamp/imprint screen as follows:
3.4 Running [Received] Mail
Make sure you have completed the preparation steps mentioned
in Preparing and Starting your Work Session p.27.
To select an option in the screen:
¾ Highlight the option using the arrow keys and ¾ Then always press to validate your selection.
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3
¾
Activate or deactivate printing the date
¾
Activate or deactivate printing 'Received'.
Select the option to change and press [OK]. The screen in- dicates the current status of the options.
Press or to return to the home screen.
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) p.63.
You are now ready to print.
Running Mail
To run mail, follow the procedure below after you have completed the steps in Se­quence of Settings p.47.
How to Process Received Mail (Running Mail)
How to Process Received Mail (Running Mail)
On the [Received] home screen:
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.
The mailing system applies the imprint and the mail piece is sent to the catch tray.
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3
Running [No Stamp] Mail
This section describes the parameter settings and mail handling sequence for mail processes that use the [No Stamp] type of stamp, to:
•
Seal envelopes, using the auto-feeder (if installed)
•
Only convey mail, for counting or testing purposes.
See also
•
To choose the type of stamp to use for each type of mail process, see Choosing a Type of Stamp p.25).
Sequence of Settings
The procedure below outlines steps in a recommended sequence 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.
How to Process Mail without Printing (Settings)
How to Process Mail without Printing (Settings)
Main setting:
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.
2
Check or change the type of stamp: Press to access the Build stamp/imprint screen:
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].
No other parameter is required to run mail in this mode.
Press or to return to the home screen.
3.5 Running [No Stamp] Mail
Make sure you have completed the preparation steps mentioned
in Preparing and Starting your Work Session p.27.
To select an option in the screen:
¾ Highlight the option using the arrow keys and ¾ Then always press to validate your selection.
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3
You can also apply this optional setting:
1
Close envelopes using the feeder sealer: see Using the Sealing Function p.65.
You are now ready to process mail.
Running Mail
To run mail, follow the procedure below after you have completed the steps in Se­quence of Settings p.49).
How to Process Mail without Printing (Running Mail)
How to Process Mail without Printing (Running Mail)
1
Press . System motors start running.
2
Insert the mail piece(s) into the mail path against the rear-guide wall, side to be printed facing
upwards (see How to Use the Feeder p.32).
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3
Settings Details
Changing Accounts
To process a set of mail pieces using another account, change the account as follows.
How to Change Accounts
How to Change Accounts
To change accounts:
1
As user:
The list of accounts you can charge 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.
3.6 Settings Details
Press and type
5
or select the path:
> Account
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3
Selecting a Rate
Selecting a Rate to Calculate Postage
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 a big parcel,
entered manually (see How to Enter Weight Manually p.58).
The system provides you several ways to select a rate:
•
Using a shortcut list in the form of a scale dashboard
•
Using a wizard that asks you to choose class, destination, format and services in complete lists of options.
How to Select a Rate
How to Select a Rate
To select a rate:
1
Either:
The Rate selection screen is displayed.
2
On that screen, you can:
¾
Type a rate number 1 to 7 to select a rate or display rate options
¾
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.
On the home screen, press to select the default rate and refresh weight.
Press
or
Press and type 4 or select the path:
> Rate selection
Postage displayed on the screen is zero as long as the weight is not known (= zero).
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3
Entering Postage Manually
To enter the postage amount manually, follow the procedure below.
How to Enter Postage Manually
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.
The amount is displayed in the Postage area of the home screen and the Weighing type zone (see cover flap for
screen description) shows the No weight source icon
().
To set the fractional, see How to Activate / Deactivate Fractional Postage p.144.
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3
Choosing a Weighing Type
Depending on the accessories and features your mailing system is equipped with, several weighing methods are available.
You can also enter the weight manually if you know it: see How to Enter Weight Ma- nually p.58.
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.
The Weighing type icon on the screen indicates the selected method and thus the source that provides the weight of the mail piece to the system.
For weighing... Select the method...
Items one by one
•
Standard weighing
Items stacked on the Weighing Platform
•
Differential weighing
Items exceeding WP capacity (see Speci­fications p.189)
•
Manual weight
The recommendations in the table apply to items processed with the same rate. If the rates are different within a stack of mail pie­ces, the dynamic weighing methods cannot be used. Make diffe­rent stacks for each rate.
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Details on the Weighing Types
•
Manual Weight () In this mode, you enter the weight manually. See p.58).
•
Standard Weighing () In this mode, you manually and successively put each mail piece on the Weighing
Platform, and then put the mail piece into the mail path (or print a label).
•
Differential Weighing () This mode speeds up the weighing process and increases your efficiency: you put
all the mail pieces together on the Weighing Platform, then remove the pieces one by one and put them into the mail path. The mailing system calculates postage and prints the mail piece automatically.
This mode speeds up the weighing process and increases your efficiency: you put all the mail pieces together on the Weighing Platform, then remove the pieces one by one and put them into the mail path. The mailing system calculates postage and prints the mail piece automatically.
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 (the tray).
•
Differential Weighing Auto-Tape () This mode is identical to Differential weighing except that the system automa-
tically prints on labels.
All weighing options listed below may not be available in your mailing system. Check with your customer service how you can easily add weighing features to your mailing system, via online services.
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3
Changing the Weighing Type
At start up, the default weighing type is active.
See also
•
To change the default weighing type as supervisor, see How to Change the Default Weighing Type p.133.
To change the weighing type according to the type of process you want to run (see
Choosing a Weighing Type p.55), follow the procedure below.
How to Change the Weighing Type
How to Change the Weighing Type
To change the weighing type from the home screen:
1
Either:
The Weighing type screen is displayed.
2
Select the weighing type.
Press
or
Press and type
2.2
or select the
path:
> Batch settings > Weighing type
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.
If you select the option Automatic tape, make sure the Auto-
Label Dispenser is properly filled with labels. See How to Fill the Auto Label-Dispenser p.67.
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3
Entering Weight Manually
You may have to enter the weight manually, if a mail piece overruns the weighing ca­pabilities of all your weighing devices.
In that case, you will typically also choose to print the postage on a label to stick onto the mail piece.
How to Enter Weight Manually
How to Enter Weight Manually
To enter the weight manually from the home screen:
1
Either:
The Weighing type 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.
The home screen displays the Manual weight icon ( ) and the weight entered.
Press
or
Press and type
2.2
or select the
path:
> Batch settings > Weighing type
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3
Configuring the Stamp
Depending on the current type of stamp, you can modify the elements printed on mail pieces as follows:
•
Changing printed date
•
Adding a pre-recorded Ad die at the left of the stamp
•
Adding a pre-recorded text at the left of the stamp
•
Moving the stamp away from the right edge of the envelope.
See also
•
How to Change the Current 'Type of Stamp' p.30
•
Types of Process and Types of Stamp p.26.
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3
Changing Stamp Date
The Date Advance function allows you to change the date printed on the mail pieces.
How to Change the Date on the Stamp
How to Change the Date on the Stamp
To change the date that will be printed:
1
Either:
The Build stamp/imprint 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:
¾
To cancel the date, select > No date.
¾
To cancel the day in the date, select > No day.
¾
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.
The mailing system can automatically change the date at fixed
hours every day or skip non-working days. See How to Set the Automatic Date Advance Time p.143.
Press
or
Press and type
1
or select the path:
> Build stamp/imprint
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Adding Text and Ad Die to the Stamp
You can add a text and/or an ad die to the stamp, as illustrated below.
Figure 1 : Elements of a stamp imprint
See also
•
The supervisor manages the lists of the available texts and ad dies. See Managing Texts p.154 and Managing Ad Dies p.156.
How to Add (or Cancel) a Text on the Stamp
How to Add (or Cancel) a Text on the Stamp
To add a text to the stamp, or to cancel the text:
1
Either:
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. The Build stamp/imprint screen is displayed with updated pa-
rameters (home screen: ).
Press
or
Press and type 1 or select the path: > Build stamp/imprint
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How to Add (or Cancel) an Ad Die on the Stamp
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:
2
Select > Ad die and press [OK] (or type
1
).
The Select Ad die screen is displayed.
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 Build stamp/imprint screen is displayed with updated pa-
rameters (home screen: ).
Moving the Stamp (Print Offset)
On thick envelopes with pitched sides, apply a print offset to move the stamp away from the edge of the envelope.
How to Move the Stamp (Print Offset)
How to Move the Stamp (Print Offset)
To add an offset to the stamp position:
1
As user:
The Print offset screen is displayed.
2
Select the offset and press [OK] to validate.
Press
or
Press and type
1
or select the path:
> Built stamp/imprint
Press and type
2.1
or select the path:
> Batch settings > Print offset
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Using Imprint Memories
The imprint memories allow you to set the rate, text, ad die and date mode in one shot, using memorized imprint configurations.
In account-activated configurations, imprint memories include accounts, allowing you to associate rates to accounts.
See also
•
To prepare imprint memories as supervisor, see Imprint Memories p.145.
How to Use an Imprint Memory
How to Use an Imprint Memory
To use an imprint memory:
1
Either:
The Imprint memories list is displayed.
2
Select an imprint memory in the list.
3
Press [OK] to validate and apply memory parameters. The Imprint memory zone of the home screen displays the
current imprint memory.
If your mail requires different settings such as specific postal rate (1st class - registered...) + text and/or ad die + department to charge, then the imprint memories are the solution: all your set­tings are stored in a single memory. Just press imprint memory key instead of multiple navigation to select all the required ele­ments. Highly recommended for repetitive tasks.
Press
or
Press and type 3 or select the path:
> Imprint Memories
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Using the Sealing Function
Auto Feeder Sealer
If equipped with a sealer, your Auto Feeder can seal envelopes while printing postage.
Move the cursor at the front of the feeder right or left to change the moistener state:
Moistener ON Moistener OFF
Do not insert envelopes already sealed in the feeder when sealing is ON: the envelopes might jam.
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Complementary Operations
Stopping Runs
If you want to stop motors of the machine in emergency:
How to Stop the Run Process
How to Stop the Run Process
To stop the run process immediately:
1
Press .
Using Batch Counters
The counters allow you to issue reports on the activity since the last counter reset.
How to Reset Batch Counters
How to Reset Batch Counters
To reset a counter:
1
As user:
2
Select the counter you want to reset and press [OK].
3.7 Complementary Operations
To produce reports associated to counters, see Reports p.89.
Press and type
2.3
or select the path:
> Batch settings > Start batch counters
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Filling the Label Dispenser
How to Fill the Auto Label-Dispenser
How to Fill the Auto Label-Dis­penser
To fill the Auto Label-Dispenser:
1
Stack the labels and insert them in the dispenser, face to print on the right-hand side and peel-off tab on the left.
2
Push the block of labels down until you feel the click.
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3
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Money Operations
This section describes how you can load and manage money in your mailing system to allow postage operations.
4.1 Overview............................................................. 71
4.2 Managing Funds.................................................72
How to Check the PSD Funds .....................................................72
How to Add Funds to the PSD .....................................................73
4.3 Unlocking the PSD (Audit)...................................74
How to Unlock the PSD (Audit)....................................................74
4 Money Operations
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4
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4
Overview
The Postal Security Device (PSD)
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.
Managing Funds
As 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.
Tracking Funds
You can issue reports on the use of the funds as all mailing operations involving postage are recorded in the mailing system.
To issue reports, see Reports p.89.
4.1 Overview
Check that your mailing system is connected to a telephone line
(see Connections p.15) and that the connection is properly confi­gured (see Connection Settings p.147).
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4
Managing Funds
Checking Funds
You can check the total money used for postage and the remaining funds in the PSD at any time, and particularly before mailing sessions, to check that the funds are suf­ficient to complete your current task.
Use the procedure below to display remaining funds.
How to Check the PSD Funds
How to Check the PSD Funds
To check the funds in the machine:
1
Either:
The Funds menu is displayed.
2
Select the menu path: > Funds used / Funds available (or type
1
). The screen displays the current amounts. (Ascending = funds used. Descending = funds available.)
4.2 Managing Funds
Press
or
Press and type 7 or select the path:
> My Funds
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4
Adding Funds
You can add funds to the mailing system by indicating an amount to add. The mailing system then connects to the Postal Services and validates the operation.
See also
•
As supervisor, you can set the mailing system to ask for a PIN code for funding:
see How to Set / Cancel a Funding PIN Code p.132.
How to Add Funds to the PSD
How to Add Funds to the PSD
To add funds to the PSD:
1
Either:
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 proposes the value of the previous funding operation.
4
Enter the amount to add using the keypad and 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 value that you may actually add, depending on your postal account balance.
5
You can open the Funds used / Funds available screen to check the new values (see How to Check the PSD Funds
p.72).
Press
or
Press and type 7 or select the path:
> My Funds
In the case of a communication error, the amount previously ente­red cannot be changed.
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4
Unlocking the PSD (Audit)
After a long period of inactivity, the postage functions may be automatically deac­tivated to protect your funds.
In this case, you have to perform a connection to the Postal Services to unlock the PSD.
How to Unlock th e PSD (Aud it)
How to Unlock the PSD (Audit)
To unlock the PSD and manually connect to the Postal Services:
1
Either:
2
Select > Audit (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 ex-
plaining the cause of the error. Try to correct the cause and retry.
4.3 Unlocking the PSD (Audit)
You can use the Audit function to set mailing system time after Daylight Saving Time transitions, as connections to Postal Ser­vices sets mailing system time and date.
Press
or
Press and type 7 or select the path:
> My Funds
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Managing Accounts and Access Rights
This section describes how you can manage accounts as supervisor to track the postage funds usage and/or set access rights to the mailing system.
5.1 Accounting and Access Rights Overview............77
5.2 Choosing an 'Account Mode' .............................78
5.3 Guidelines to Implementing an 'Account Mode' 79
How to Change the Shared PIN Code .................................80
5.4 Selecting an 'Account Mode'............................. 82
How to Display and Change the 'Account Mode' .................82
5.5 Managing the Accounts .................................... 83
How to Create an Account ...................................................85
How to View / Edit Account Parameters ...............................86
How to Activate / Deactivate an Account .............................86
How to Delete an Account ....................................................87
How to Issue the Account List Report ..................................88
5 Managing Accounts and
Access Rights
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5
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5
Accounting and Access Rights Overview
Postage Tracking and Access Control
Your mailing system includes functions that allow you to implement the following se­curity and accounting requirements:
•
Track the usage that is made of postage: the Accounts function
•
Control the access of the users to the machine: the Access Control function.
You can activate these two functions independently. If both are activated, you can, to better compartmentalize the expenses, allocate each user certain accounts only.
The Accounts Function
Activating the Accounts function in the mailing system is a convenient way to track 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.
Then you can issue reports on each account usage (for information about reports, see
Reports p.89).
Accounts from the User's Perspective
If the Accounts function is activated, users of the mailing system have to select an account when starting their work session.
Afterwards, the user can change the account to charge according to the mail that has to be processed.
The Access Control Function
As supervisor, you can set the mailing system to ask for a PIN code when a user wakes up the machine to start a session.
This allows you to protect the machine and restrict the usage of its funds.
The different access control policies you can implement as supervisor are:
•
No PIN code: access to the machine is free
•
Unique system PIN code: users enter the PIN code to access the machine.
5.1 Accounting and Access Rights Overview
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5
Choosing an 'Account Mode'
Introducing the 'Account Modes'
In your mailing system, a single 'Account mode' allows you to set up both the Ac-
counts and the Access control functions (see Accounting and Access Rights Overview p.77).
The table below indicates which 'Account mode' corresponds to the Access control and Accounts functions activation.
Figure 1 : Account modes
5.2 Choosing an 'Account Mode'
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Guidelines to Implementing an 'Ac count Mode'
See also
•
Choosing an 'Account Mode' p.78.
Implementing the 'No account' Mode
The 'No account' mode provides users with free access to the machine (self-service type).
This is the default mode in the machine.
Process for Implementation
To implement the 'No account' mode:
•
Follow the procedure How to Display and Change the 'Account Mode' p.82 and
select the 'No account' mode.
'No Account' Mode Management Menu
In No account mode:
No other setting is necessary for the 'No account' mode.
5.3 Guidelines to Implementing an 'Account Mode'
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Implementing the 'No account with access control' Mode
In 'No account with access control' mode, users have to type a shared PIN code to gain access to the machine.
Process for Implementation
To implement the 'No account with access control' mode:
1 Follow the procedure How to Display and Change the 'Account Mode' p.82 and
select the 'No account with access control' mode.
2 In the procedure, enter the 4 digits shared PIN code the users will have to enter at
log in.
'No account with access control' Mode Management Menu
In No Account with access control mode:
The menu allows you to change the shared PIN code.
Changing the Shared PIN Code
Afterwards, you may need to change the shared user PIN code.
How to Change the Shared PIN Code
How to Change the Shared PIN Code
1
As supervisor (see How to Log in as Supervisor p.124):
The PIN code screen is displayed.
2
Enter the new PIN code and press [OK].
Press and type
5.2
or select the path:
> Account Management > Change PIN code
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5
Implementing the 'Accounts' mode
In 'Accounts' mode, users have to select an account when starting a work session. They can change accounts at any time, depending on the mail they have to process.
Process for Implementation
To implement the 'Accounts' mode:
1 Follow the procedure How to Display and Change the 'Account Mode' p.82 and
select the 'Accounts' mode.
2 Create accounts as indicated in How to Create an Account p.85.
'Accounts' Mode Management Menu
In Accounts mode:
The menu allows you to manage the accounts.
See also
•
To add, modify or delete accounts, see Managing the Accounts p.83.
If only one account is available, the mailing system automatically selects it at start up.
When you activate the 'Accounts' mode, the system create an account by default.
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Selecting an 'Account Mode'
See also
•
Guidelines to Implementing an 'Account Mode' p.79.
How to Display and Change the 'Account Mode'
How to Display and Change the 'Account Mode'
To display and change the 'Account mode':
1
As supervisor (see How to Log in as Supervisor p.124):
The Account Mode Selection screen is displayed.
In the screen, the current 'Account mode' is selected.
2
Select another 'Account mode'. The system asks for a confirmation.
3
Press [OK] to confirm.
4
If required, enter the PIN code and press [OK]. The mailing system confirms that the 'Account mode' has
been changed.
5.4 Selecting an 'Account Mode'
Press and type
5.1
or select the path:
> Account Management > Account Mode Selection
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5
Managing the Accounts
You can manage accounts in the following account modes:
•
'Accounts'
•
'Accounts with access control'.
You can only manage accounts in the mode Accounts.
5.5 Managing the Accounts
Before creating accounts, see Implementing the 'Accounts' mode p.81.
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5
Account Parameters
The number of accounts you can create is set to 25 by default and can be raised op- tionally to 100.
An account has the following parameters, displayed on the Add account screen:
Table 1 : Account parameters
See also
•
About changing the maximum number of accounts, see Account level p.111.
Param. Format Description
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.
Name 32 alphanumeric
characters
Name of the account. Two accounts cannot have the same name.
Status Active / Inactive Only active accounts are visible to users.
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5
Account Management
Follow the steps below to create, modify, activate/deactivate or delete accounts.
See also
•
Account Parameters p.84.
Creating Accounts
How to Create an Account
How to Create an Account
To create an Account:
1
As supervisor (see How to Log in as Supervisor p.124):
The Account list screen is displayed.
2
Select > Add Account and press [OK].
3
Using the keypad:
¾
Enter account Number and press [OK]
¾
Enter Name and press [OK]
¾
Select the account status (active or inactive) and press [OK].
The Account creation summary screen is displayed.
4
On the Add account screen, press [OK]. The Account creation summary screen is displayed.
5
Press [OK] to create the account.
Press and type
5.2.1
or select the path:
> Account management > Manage accounts > Account list
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5
Editing Accounts
Use the procedures below to modify an account name or status. The account number cannot be modified.
How to View / Edit Account Parameters
How to View / Edit Account Pa­rameters
To view or edit the parameters of an account:
1
As supervisor (see How to Log in as Supervisor p.124):
The Account list screen is displayed.
2
Select the account (or type its number) and press [OK].
3
Select Edit / Modify. The Edit / Modify screen is displayed.
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 validate the changes.
Activating Accounts
Deactivated accounts are not visible to users. 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
How to Activate / Deactivate an Account
To activate or deactivate an account:
1
Perform procedure How to View / Edit Account Parameters
p.86.
2
Change the status parameter (the button displays the current status: active or inactive) and press [OK].
3
On the Account modification summary screen, press [OK] to
validate the changes.
Press and type
5.2.1
or select the path:
> Account management > Manage accounts > Account list
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Deleting Accounts
You may need to delete an account.
How to Delete an Account
How to Delete an Account
To delete an Account:
1
Perform procedure How to View / Edit Account Parameters
p.86.
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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5
Account List Report
This report displays the list of accounts in the machine.
To issue this report
•
You have to be logged as supervisor
•
The current 'Account mode' has to be Account or Account with access control.
Outputs
•
Printer
•
USB memory device.
Table 2 : Account List Report Data
How to Issue the Account List Report
How to Issue the Account List Report
To issue the Account List Report:
1
As supervisor (see How to Log in as Supervisor p.124):
2
Select an Output and then press [OK].
Data Comments
For each account:
•
Account number
•
Account name
•
Status.
Press and type
5.2.2
or select the path:
> Account management > Manage accounts > Account list report
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Reports
This section explains how you can get and print out for the mailing system usage, funds usage, account usage, and so on.
6.1 Report Overview .................................................91
6.2 Issuing a Report ................................................. 93
How to Issue a Report as User....................................................93
How to Issue a Report as Supervisor ...................................93
6.3 Counter Data ..................................................... 94
6.4 System Data ...................................................... 96
6.5 Funds/Refill Data ............................................... 99
6.6 Account Data .....................................................101
6 Reports
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6
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6
Report Overview
As user or supervisor, you can get a range of reports to regularly view, print or store information on the mailing system usage, funds usage, account consumption, etc.
Reports generally require a beginning date and an end date. Your mailing system allows you to get reports on the activity over the past two years.
Typically, the reports are available on screen and can be printed out on an external USB printer or saved on a USB memory device.
The following table gives the reports you can get.
6.1 Report Overview
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List of Reports
Table 1 : Reports
Report name Short description Page
COUNTER DATA
Batch data Batch counter and corresponding postage for
outgoing mail since the last reset.
p.94
Received batch data Batch counter for incoming mail ('Received
on') since the last reset.
p.95
SYSTEM DATA
Daily usage For each day of a selected period, the
consumption information (total items and total postage value).
p.96
Monthly usage For a selected period and per month, the total
items and total postage value.
p.97
Machine configuration Supervisor settings (imprint default data, date
advance, postal services, connections, MMI, Printhead, weighing, modem, etc.)
p.98
FUNDS DATA
Funds summary Information on the funds usage in the machine
(since the installation of the machine). The content is limited to the history available in the PSD.
p.99
Refill operation This report displays the last refill operations
performed on the machine in a selected period.
p.100
ACCOUNT DATA
Account report List of accounts in the machine.
Tree view of the accounts / groups / sub­groups.
p.101
Single account Usage on the account selected in an account
list, in a selected period.
p.101
Multi-accounts Usage on all accounts in a selected period. p.102
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6
Issuing a Report
For issuing a report, select the desired report, enter the corresponding parameters and choose how you want to display or record the report:
•
On screen
•
On an external printer (if any)
•
On a label
•
On a USB memory device.
How to Issue a Report as User
How to Issue a Report as User
To issue a Report:
1
As user:
2
A list of available report types is displayed.
3
Select the report type (see TableReports p.92 above).
4
Depending on the report type, the system may ask for para­meters such as:
¾
Period of time targeted (begin date, end date)
¾
Desired account, etc.
Select or type the required parameters and press [OK]. The Output selection screen is displayed.
5
Select an available output device and press [OK]. Select an available output device. The system sends the report details to the selected output.
How to Issue a Report as Supervisor
How to Issue a Report as Su­pervisor
To issue a Report:
1
As supervisor (see How to Log in as Supervisor p.124):
2
Resume with the steps in How to Issue a Report as User.
6.2 Issuing a Report
Press and type
6
or select the path:
> Reports
Press and type
2
or select the path:
> Reports
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6
Counter Data
Batch Data Report
This report displays the batch counter and corresponding postage for outgoing mail (type of stamp [Standard]) since the last reset.
Requirements
To issue this report, you have to be logged as user.
Outputs
Screen. USB printer.
Table 2 : Batch Data Report
6.3 Counter Data
Fields Comments
Period Begin = Date of last reset
End = Current date
Die number On printed report only
Number of items (without 0.00 items)
Total value of items
After issuing reports like Metering Batch Data or Received Batch Data, you may wish to reset the batch counters so that your next
reports restart from zero at the current date.
See How to Reset Batch Counters p.66.
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Received Batch Data
This report displays the batch counter for incoming mail ('Received on') since the last reset.
Requirements
To issue this report, you have to be logged as user. This batch counter is specific to the [Received] type of stamp.
Outputs
Screen. USB printer.
Table 3 : Received Batch Data
Fields Comments
Period Begin = Date of the last reset
End = Current date
Incoming Mail Number of items
After issuing reports like Metering Batch Data or Received Batch Data, you may wish to reset the batch counters so that your next
reports restart from zero at the current date.
See How to Reset Batch Counters p.66.
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6
System Data
Daily Usage Report
This report displays, for each day of the selected period, consumption data (total items and total postage value).
Requirements
This report is available as user or supervisor. You have to specify the period for the report (Begin date and End date). When you specify the Begin date, the End date field is filled with a proposed value:
Begin date + 31 days. You can specify another End date, but maximum is Begin date + 31 days.
Default period:
•
Begin = 1st day of the current month
•
End = current day.
Outputs
Screen. USB printer. USB memory device.
Table 4 : Daily Usage Report
6.4 System Data
Fields Comments
Die number On printed report only
For each day in the period:
•
Day number
•
Number of items processed (zero and non-zero)
•
Total postage value for this day
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