This section contains important information about safety precautions and environmental
recommendations to operate your equipment in the best possible conditions.
1.1What you will Find in this Manual ........................................3
How to Disconnect your Mailing System ..........................................................9
1
Page 9
Page 10
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.
3
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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.
Automatic Label DispenserALD
Total postage usedAscending
Postage amount availableDescending
IDentificationID
Local Area Network: link between computersLAN
MAS
Mail Accounting Software: allows you to remotely
manage mailing accounts and associated reports.
4
Personal ComputerPC
Page 12
Personal Identification NumberPIN
Postal Security Device (Meter)PSD
United States Postal ServicesUSPS
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).
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.
6
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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.
7
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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.
Your Mailing System uses the telephone network to connect to the Postal Services and to
your customer online services.
To prevent damage to equipment, do not confuse telephone jacks
that connect to the modem and LAN connectors that are bigger:
You are recommended to use LAN connection.
Network/PC LAN (8 wires)
Analog phone (4 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.
•
8
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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 25 ).
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
How to Turn the Mailing System to Sleep Mode ............................................25
How to Turn the Mailing System to OFF Mode ..............................................25
11
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Page 20
System Layout2.1
System Components
2
Meet Your Mailing System
13
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2
Meet Your Mailing System
Guides envelopes into the feeder.Rear Guide-Wall
Automatically feeds the system with envelopes (optional).Auto Feeder
Measures weight of mail pieces (optional).Weighing Platform
Automatic Label Dispenser
Base
Contains labels to be printed.
Prints envelopes (or labels) and controls the Mailing
System.
awake/sleep button of your Mailing System.Awake/Sleep button
Allows you to control the Mailing System.Control Panel
Use this slot to store labels horizontally.Label Storage
Use this slot to store this User Guide.User Guide Receptacle
Receives mail pieces after processing.Catch Tray
Allows you to remove jammed envelopes.Jam Release Handle
Beginning of mail transport path.Hopper
Seals envelopes.Moistener
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Inside System Base
2
Meet Your Mailing System
Sealer Bottle (if installed)
Postal Security Device
(PSD)
Holds water that is used for moistening an envelope flap.
Lift by front side to open.Cover
Prints the postal imprint on envelopes.Ink Cartridge
Postage meter. Stores postage funds and tracks postage
usage.
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USB Keyboard (option)
2
Usage
Meet Your Mailing System
A USB keyboard can be connected to the mailing system.
Accessories2.2
This keyboard is a standard personal computer keyboard with an additional touchpad. It
allows the input of data to your mailing system.
To use the numerical keys, ensure that [Num lock] is activated.
You can use the shortcuts listed in the table below
Keyboard use
NAVIGATION KEYS
Validates the current screen.[Enter]OK
[Backspace]Clear
[Del]Delete
[Esc]Back / Cancel
Deletes the last character or digit in an entry
field.
Deletes the next character or digit in an
entry field
Returns to previous screen or cancels the
selection.
Moves to the next entry field.[Tab]Change field
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[Left arrow]Move before
Moves the cursor before the character at
the left.
[Right arrow]Move after
Moves the cursor after the character at the
right.
Touchpad use
The touchpad is available to move the screen cursor in much the same way a mouse is
used. Further, left and right click buttons are available to be used for selecting items.
In addition, it allows you to:
Exactly position the cursor in an entry field.
•
Select a part of the content of an entry field.
•
Report Printer (option)
2
Meet Your Mailing System
A USB printer can be directly connected to the mailing system for printing mailing related
reports.
For more information about compatible printers that can connect
to your mailing system, please contact technical support.
17
Page 25
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
18
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Control Panel Features2.3
See control panel and screen layout on the flap of the manual
cover.
2
Display Areas
Item Counter
Item Counter Reset
Label Indicator
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
Counts the envelopes or labels printed since the last
counter reset.
Resets the item counter to zero. This is the starting point
for batch data reports.
When displayed, indicates that the Mailing System will
print a label.
Indicates unread messages in message box.Mailbox
Indicates the amount to be printed on the envelope.Postage
Print Offset
Type of stamp
Indicates the printing offset status (stamp position shifting
for thick envelopes).
Indicates the current rate and services selected.Rate and Services
Displays funds available for postage.Remaining funds
Indicates that a text will be printed on the envelope.Text
Current type of stamp. Use Stamp configuration shortcut
to change.
Current weighing method.Weighing Mode
Current weight used to calculate postage amount.Weight
Accesses preset stamp and account memories. These presets are managed by the supervisor.
Switches to label printing (instead of envelopes).Print Labels
Displays the rate selection screen.Rate Selection
Stamp Configuration
Weighing Mode
Alphanumeric
Keys
Clear / Reset
Rate
Sleep/Wake
Changes the sealer state (ON or OFF).Sealing
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).
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Starts printing process.Start
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
2
Meet Your Mailing System
6MNO66MNOmno6
7PQRS77PQRSpqrs7
8TUV88TUVtuv8
9WWXYZ99WXYZwxyz9
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
LAN Port
To wall socket, feeder or dynamic scale.Power Connector
To Weighing Platform(s)COM2/3
To auto feederCOM1
For connecting to customer network for loading funds
and software applications (on a PC).
To modem, USB Drive or key or printerUSB Ports
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Connection Diagram
2
Meet Your Mailing System
Feeder to Base connectionCOM1
Base to Weighing Platform(s) connectionCOM2/3
LAN Port
Power connectors
Power connectors are shown in section Connectors on page 22 .
For connecting to customer network for loading funds
and software applications (on a PC).
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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 cord 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.
Power Management
To change the period of time after which the Mailing System
switches to 'Sleep' mode, see How to Change System Time-Outs
on page 158 .
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Sleep Mode
You can also turn the Mailing System to Sleep mode manually.
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.
2
Meet Your Mailing System
How to Turn the Mailing System to OFF Mode
1.Turn your system to 'Sleep' Mode (see How to Turn the Mailing System to Sleep Mode
on page 25 )
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 34
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.
3.1Choosing a Type of Stamp ..................................................29
3.2Preparing and Starting your Work Session ......................31
How to Sort Mail .............................................................................................32
How to Log in and Start a Work Session .......................................................33
How to Change the Current 'Type of Stamp' ..................................................36
How to Use the Feeder ..................................................................................39
3.3Processing [Standard] Mail ................................................41
How to Apply Standard Postage (Settings) ....................................................42
How to Apply Standard Postage (Running Mail) ............................................45
How to Re-Date Mail (Settings) ......................................................................50
How to Re-Date Mail (Running Mail) ..............................................................52
3.4Printing [Received] for Incoming Mail ...............................53
How to Process Incoming Mail (Settings) ......................................................53
How to Process Received Mail (Running Mail) ..............................................55
3.5Running [No Printing] Mail .................................................56
How to Process Mail without Printing (Settings) ............................................56
How to Process Mail without Printing (Running Mail) ....................................58
How to Enable an Emergency Stop ...............................................................74
How to Reset Batch Counters ........................................................................74
How to Count Mail pieces by Weighing ..........................................................75
How to Fill the Automatic Label Dispenser ....................................................76
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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 printing” 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, pressShortcut 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.
Available Stamp options'Type of stamp'Type of process
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3
Processing Mail
Applying postage to outgoing
mail
Printing 'Received' or the
date on incoming mail:
Sealing only:
[Standard]
(Processing [Stan-
dard] Mail on page
41)
[Received]
(Printing [Received]
for Incoming Mail on
page 53)
[No printing]
Rate
•
Weight
•
Date format
•
Text (optional)
•
Ad die (optional)
•
Print offset (optional)
•
Sealing option (mechanical)
•
Print date and/or 'Received'
•
Print offset (optional)
•
Turn sealer on (mechanical)
•
(using optional feeder with
sealer)
Counting by feeding:
(using optional feeder)
The system selects [Standard ] type of stamp at start up by default.
See also
To set default values as supervisor: see Configuring your Mailing System on page
•
145.
(Running [No Print-
ing] Mail on page 56)
[No printing]
(Running [No Print-
ing] Mail on page 56)
n.a.Counting by weighing:
Counter reset
•
Turn sealer off (if installed)
•
Specific application (see Piece
Counting on page 75).
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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 31)
Logging into the system to start a work session (Turning On Your System and
•
Starting a Work Session on page 32)
Selecting the Type of stamp that corresponds to your mail (Selecting the Type of
•
Stamp on page 35)
Checking additional issues concerning your Mailing System: ink level, funds...
•
(Frequently Asked Questions on page 37)
This section also describes how to use the Mailing System automatic feeder (Using the
Feeder on page 38)
Sorting Mail by Type and Task
To save time, sort your mail in groups that have similar characteristics.
This will prevent you from 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.
Processing Mail
Follow the steps below to sort your mail into different stacks.
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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 in Type of Process and Type of Stamp on page 29
Outgoing mail with different postage types
Standard postage
Date to correct
Incoming mail
Mail to seal only , or count.
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 59 )
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 237 ).
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:
3
Processing Mail
33
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3
Processing Mail
1.
Pressto wake-up the system.
The system may display one of the following screens:
Home Screen [Standard]
Login Screen
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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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 59 .
To choose security level for accounts and access control as the Supervisor, see
•
Managing Accounts and Assigning Rights on page 85 .
How to Turn the Mailing System to Sleep Mode on page 25 .
•
3
Processing Mail
Selecting the Type of Stamp
For each stack of mail you have sorted (see Sorting Mail by Type and Task on page 31 ),
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:
3
Processing Mail
Pressor
Pressand type 1
> Customize stamp
The Customize stamp screen is displayed.
2.Select > Stamp type .
The Type of stamp screen is displayed.
3.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.
Pressto return to the home screen.
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Frequently Asked Questions
System check list:
AnswerQuestion...
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:
Pressand enter 1 to check your funds balance.
To add funds, see How to Add Funds to the PSD
(Meter) on page 82.
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 117).
Select Reset counter on the home screen, or
See How to Reset Batch Counters on page 74.
For sealing while printing the envelopes.
See How to Fill the Sealer Bottle on page 211.
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.
3
Processing Mail
Are labels in place in the ALD ?
(if you plan to print on tape)
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 161 ).
See How to Rezero the Weighing Platform on page
165.
See How to Fill the Automatic Label Dispenser on
page 76.
To display the level of ink in the printing headset, see
How to Display Ink Level and Cartridge Data on page
204.
37
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3
Processing Mail
Using the Feeder
The procedure below describes how to place a stack of mail pieces in the Hopper.
Depending on the weighing method you choose to run mail, you may have to insert the
envelopes one by one or place a stack of envelopes in the hopper.
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How to Use the Feeder
Feeding a stack of mail pieces:
1.Fan the envelopes to separate them.
2.Bevel the edge of the stack.
3.Place the envelopes in the hopper, their upper edge resting against the rear guide.
Ensure that all the envelopes are stacked along the rear guide, from largest to smallest.
4.Adjust the side guide for large envelopes. To adjust the guide, push it gently to rest
against the envelopes, without pressing.
3
Processing Mail
Envelopes flaps must be closed, not nested.
Do not try to seal self-adhesive envelopes.
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3
Processing Mail
Thickness Setting:
Depending on the thickness of your envelopes, you may have to adjust the thickness
setting of the Feeder. Use this setting if several thin envelopes pass at one time through
the feeder or, if thick envelopes are blocked at the entrance of the mail path.
1.Open Feeder Cover.
2.Change lever position:
- 1 for thin envelopes
- 2 for thick envelopes.
3.Close the Feeder Cover.
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Processing [Standard] Mail3.3
In this Section
This section describes how to process [Standard] Mail:
Applying postage using different rates
•
Re-dating mail (depending on your country)
•
3
See also
About the use of the Type of stamp, see Choosing a Type of Stamp on page 29.
•
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
31 .
Processing Mail
41
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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 type of stamp is indicated at the top of the home screen as illustrated below.
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Page 50
2.Check or change the type of stamp (if you are not in [Standard] mode.
Pressto access the Customize stamp screen:
To select an option in the screen, use related keys located on right hand side of
display.
3.
Additionally, you can configure stamp elements from the Customize stamp screen
as follows:
3
Processing Mail
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 70 .
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 69 .
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
68.
Pressto return to the home screen.
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3
Processing Mail
4.Select a rate and add services .
Pressto open the Rate selection screen.
Type a rate number to select a rate or display new rate options
Select Other selections to gain access to the Rate History or Rate wizard options that
follow:
For more details, see Selecting a Rate on page 60 .
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 62 .
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 63.
To change the current weighing mode , pressand select a weighing mode
in the Weighing type screen.
For more details, see How to Change the Weighing Type on page 65.
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Page 52
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 71 .
2.Close envelopes using the feeder sealer : see Using the Sealing Function on page
73 .
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
72 .
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 59 .
How to Apply Standard Postage (Running Mail)
3
Processing 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 159.
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Processing Mail
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 a mail piece is bigger than mail path maximum thickness (see
Mail Specifications on page 237 ), pressto print a label. The
label is printed.
4.The Mailing System prints postage and the mail piece (or label) is sent to the catch
tray.
When using sealer, collect the mail piece stack in the catch tray
and put stack aside to let envelopes dry.
If you want to print several identical labels :
1.
Pressand enter the number of labels.
Make sure the labels are available in the label dispenser (see Filling the Label
Dispenser on page 76 ).
2.
Pressto print the labels.
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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.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 a mail piece is bigger than mail path maximum thickness (see
3
Processing Mail
Mail Specifications on page 237 ), pressto print a label. The
label is printed.
4.The Mailing System applies postage and the mail piece (or label) is sent to the catch
tray.
When sealer is activated, collect the mail piece stack in the catch
tray and put stack aside to let envelopes dry.
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
In optional mode Differential Weighing auto-tape ()
From the [Standard ] home screen:
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, starts motors and prints the label
automatically.
Processing Mail
3.Repeat the previous step for each piece of mail.
To quit the process at any time, press.
In other modes (Manual weight entry, no weight ...)
From the [Standard ] home screen:
1.
Press. System motors start running.
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 Weighing Platform,
the Mailing System will ask if you want to print it. You can answer
Yes or No.
2.Insert the mail piece into the mail path against the rear-guide wall, side to be printed
facing upwards.
If a mail piece is bigger than mail path maximum thickness (see
Mail Specifications on page 237 ), pressto print a label. The
label is printed at once.
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3.
The Mailing System applies postage and the mail piece (or label) is sent to the catch
tray.
When sealer is activated, collect the mail stack in the catch tray
and put stack aside to let envelopes dry.
To print several identical labels :
1.
Pressand enter the number of labels.
Make sure the labels are available in the label dispenser (see Filling the Label
Dispenser on page 76 ).
2.
Pressto print the labels.
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 41, except for
the following settings:
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Processing Mail
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
31 .
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Processing Mail
How to Re-Date Mail (Settings)
Required settings:
1.Make sure you are on the home screen of the [Standard ] type of stamp
. The type of stamp is indicated at the top of the home screen as illustrated below.
2.Check or change the type of stamp .
Pressto access the Customize stamp screen:
To select an option in the screen , use related keys located on
right hand side of display.
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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 62 .
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 36 .
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 68.
Pressto 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 71 .
2.Seal envelopes : see Using the Sealing Function on page 73 .
You are now ready to print.
Running Mail
3
Processing Mail
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3
Processing 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(s) into the mail path against the rear-guide wall, with the side to
be printed facing upwards (see How to Use the Feeder on page 39 ).
The side that you want to print on should be facing upwards.
If a mail piece is bigger than mail path maximum thickness (see
Mail Specifications on page 237 ), pressbefore you press
to print a label. The label is printed.
3.
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.
Pressand enter the number of labels.
Make sure the labels are available in the Label Dispenser (see Filling the Label
Dispenser on page 76 ).
2.
Pressto print labels.
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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 29 ).
•
Set-Up Requirements
The procedure below outlines steps required to stamp incoming mail.
3
Processing 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 31 .
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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Processing Mail
2.Check or change the type of stamp .
Pressto access the Customized stamp screen:
To select an option on the screen , use related keys located on
the right hand side of the display.
3.
Additionally, you can :
To change the type of stamp , select Stamp type and then select [Received ] in the
Type of stamp screen. For more details, see How to Change the Current 'Type of
Stamp' on page 36 .
- Activate or deactivate printing the date
- Activate or deactivate printing 'Received '.
- The screen indicates the current status of the options.
- Select the option to change. The buttons indicate the current status of the
options.
Pressto 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) on page 71 .
You are now ready to print.
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Running Mail
To run mail, follow the procedure below after you have completed the steps in How to
Process Incoming Mail (Settings) on page 53 .
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.
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Processing Mail
3.The Mailing System applies the imprint and the mail piece is sent to the catch tray.
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Running [No Printing] Mail3.5
This section describes how to use the [No Printing] type of stamp, for:
Sealing envelopes using the auto-feeder sealer (if installed).
•
Only conveying mail, for counting or testing purposes.
•
3
Processing Mail
See also
About the use of the Type of stamp, see Choosing a Type of Stamp on page 29
•
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 31 .
How to Process Mail without Printing (Settings)
Main setting:
1.Make sure you are on the home screen of the [No printing] 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 :
Pressto access the imprint screen:
3.
To change the type of stamp , select Stamp type and then select [No stamp ] in the
Type of stamp screen. For more details, see How to Change the Current 'Type of
Stamp' on page 36 .
Pressto return to the home screen.
3
Processing Mail
If you want to seal envelopes without printing you must turn the
sealer lever on: see Using the Sealing Function on page 73
You are now ready to process mail.
Running Mail
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3
Processing 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 on page 39 ).
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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:
Pressand type 5 or select the path:
> Account
3
Processing Mail
The list of accounts that are available is displayed.
2.Select the account you want to use and press [OK] .
3.
Pressto 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 98 ).
A barcode scanner can be used for “One Click” entry of accounts
into your Mailing System.
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3
Processing Mail
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 66 ).
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.
Using a list of the last 10 selected rates from the rate history
•
On the home screen, pressto select the default rate and
refresh weight.
How to Select a Rate
To select a rate:
1.Either:
Pressor
The Rate Selection screen is displayed.
Pressand type 4 or select the path:
> Rate selection
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2.On that screen, you can:
Press one of the rate buttons 1 to 9 (or type the number) to select the rate or display
rate options.
Press Other selections and then Rate History to select a recently selected rate.
3.Follow the instructions on screen and, once you have chosen the rate and services,
press [OK] to validate your selection.
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.
3
Processing Mail
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
•
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.
-
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Otherwise, you can press the back keyto modify any of the
settings made previously and obtain a new summary.
Entering Postage Manually
3
Processing Mail
To enter the postage amount manually, follow the procedure below.
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 and the Weighing
type zone (see cover flap for screen description) shows the No weight source icon
().
You can enter the highest dollar value is $300
To set the fractional postage for presort mail, see How to Activate
/ Deactivate Fractional Postage Values on page 173 .
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Choosing a Weighing Type
Depending on the accessories and features on 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 66 .
Weighing modes
3
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 WeighingItems one by one
• Differential WeighingItems stacked on the Weighing Platform
• Manual WeightItems exceeding WP capacity (see
Specifications on page 235)
The recommendations in the table only apply to items processed
with the same 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.
Processing Mail
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 Entry ()
In this mode, you enter the weight manually (see How to Enter the Weight Manually
on page 66).
•
Standard Weighing ()
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Processing Mail
In this mode, each mail piece is manually placed on the Weighing Platform, and then
put into the mail path (or print a label).
•
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.
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).
•
Differential Weighing Auto-Tape () (optional)
This mode is identical to Differential Weighing except that the system automatically
prints the postage on labels.
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 162 .
To change the weighing type according to the type of process you want to run (see
•
Choosing a Weighing Type on page 63 ), 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:
Press
Pressand 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 settingsWeighing type
3
Processing Mail
2.Select the weighing type.
If you select the option Differential Weighing Automatic tape , make
sure the Auto-Label Dispenser is properly filled with labels. See
How to Fill the Automatic Label Dispenser on page 76 .
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3
Processing Mail
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.
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
Pressand type 2.2 or select the path:
or
Job settingsWeighing type
The Weighing mode screen is displayed.
2.
Select Manual weight entry .
The Manual weight entry screen is displayed.
3.Enter the weight (first lb then oz ) and press [OK] to validate.
4.
Pressto return to the home screen.
The home screen displays the Manual Weight Entry icon () and the weight
entered.
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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 36
•
Type of Process and Type of Stamp on page 29 .
•
Navigating in the Stamp Settings
When you have selected the Type of stamp:
•
To access the configuration menu of the Type of stamp, press.
3
Processing Mail
•
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 172 .
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How to Change the Date
To change the date that will be printed:
1.Either:
3
Processing Mail
Pressor
Pressand type 1 or select the path:
> Customize stamp
The Customize stamp screen is displayed.
2.Select >Date .
The Date Advance screen is displayed.
3.On the Date Advance screen, you can configure the printed date as follows:
To cancel the date, selectNo date .
To cancel the day in the date, selectNo day .
To choose another day, select the corresponding item in the list.
Theicon indicates the current selection.
The date can be advanced up to 30 days from today's date.
4.Press [OK] to apply changes and return to the configuration menu.
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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:
3
Processing Mail
Pressor
2.Select Text .
The Select text screen is displayed.
3.Select the desired text in the list or select None for printing no text.
Theicon indicates the current selection.
Pressand type 1 or select the path:
> Customize stamp
4.Press [OK] to validate your selection.
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 191
•
Managing Ad Dieon page 193 .
•
3
Processing Mail
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:
Pressand type 1 or select the path:
Pressor
> Customized stamp
2.Select > Ad die .
The Select Ad die screen is displayed.
3.Select the ad die in the list or select None for printing no ad die.
Theicon 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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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)
3
Processing Mail
To add an offset to the stamp position:
1.As a user:
Pressand type 2.1 or select the path:
Job settingsPrint position
The Print position setting screen is displayed.
2.Select the offset and press [OK] to validate.
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3
Processing Mail
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-selected accounts.
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 174.
•
How to Use an Imprint Memory
To use an imprint memory:
1.Either:
Press
or
The imprint memories list is displayed.
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.
Pressand type 3 or select the path:
> Imprint Memories
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Using the Sealing Function
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:
Sealer OFFSealer ON
Additional information
Do not insert envelopes already sealed in the Feeder when the
Sealing Function is ON: the envelopes could jam.
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Processing Mail
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Processing Mail
Advanced Operations3.7
Emergency Stop
If you want to stop the system in the event of an emergency:
How to Enable an Emergency Stop
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
111 .
How to Reset Batch Counters
1.As a user:
Pressand type 2.6 or select the path:
Job settingsStart batch counters
2.Select the counter you wish to reset and press [OK] .
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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:
Pressand type 10 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] .
3
Processing Mail
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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Filling the Label Dispenser
How to Fill the Automatic Label Dispenser
3
Processing Mail
To fill the 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 top.
2.Push the block of labels down until you feel the label “click” into position.
The Label Dispenser can hold up to 40 labels.
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Money Operations4
This section describes how you can load and manage money in your Mailing System to
allow postage operations.
How to Check the PSD (Meter) Funds ...........................................................80
How to Add Funds to the PSD (Meter) ...........................................................82
4.3Unlocking the PSD (Postal Inspection) .............................84
How to Unlock the PSD ..................................................................................84
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Page 86
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 22 ) and that the connection
is properly configured (see Connection Settings on page 177 ).
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 111 .
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
Remaining funds are continuously displayed at the bottom of the home screen (see Control
Panel Features on page 19). You can also use the procedure below.
How to Check the PSD (Meter) Funds
Money Operations
To check available funds:
1.Either:
Pressor
The Funds Menu is displayed.
Pressand type 7 or select the path:
> My Funds
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2.Select the menu path:
Funds used / Funds available
The screen displays your postage funds as shown below.
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.
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How to Add Funds to the PSD (Meter)
To add funds to the PSD:
1.Either:
Pressor
4
Money Operations
2.SelectAdd 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.
Pressand type 7 or select the path:
> My Funds
4.Enter the amount of postage to add using the keypad (use C to clear a digit, press C
twice to clear the field).
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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 177).
4
Money Operations
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
80 ).
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 161 .
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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:
Pressor
2.SelectPostal 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.
Pressand 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.
5.1Accounting and Assigning Rights Overview ....................87
5.2Selecting an 'Account Mode ' .............................................89
5.3Guidelines to Setup an Account ........................................91
How to Change a Shared PIN Code ..............................................................92
5.4Selecting an 'Account Mode' ..............................................97
How to Display and Change the 'Account Mode' ...........................................97
How to Create an Operator ..........................................................................106
How to Modify an Existing Operator .............................................................108
How to Assign Accounts to an Operator ......................................................109
How to Activate / Deactivate an Operator ....................................................110
How to Delete an Operator ..........................................................................110
85
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Page 94
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 these two functions independently. If both are activated, the user will login
with a secure PIN code and only have access to assigned accounts. If connected to MAS
advanced postal expense management software, postal expenses and system usage can
be tracked at the user level.
Postage tracking can be done using your Mailing system, on line, or with a MAS.
5
Managing Accounts and Assigning Rights
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 111).
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.
Afterwards, users can change accounts to allocate postal expenditures as needed.
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Page 95
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
•
Shared 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.
88
Page 96
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 87).
The table below lists the functional access control for each account mode.
Access Control Function
YesNo
'No account'No
'Accounts'Yes
Accounts Function
* Remote Account Management is reserved for a connection to a PC based mail accounting
application and should be set by a service representative.
'No account with access
control'
'Accounts with access
control'
Remote Account Management *
5
Managing Accounts and Assigning Rights
89
Page 97
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'
'Accounts'
5
'Accounts with Access Control'
Managing Accounts and Assigning Rights
'Remote Account
Management'
FunctionAccount mode
No access control
No postage tracking
Protects access to the system
Tracks postage by Account/Department
Tracks postage by Account/Department
Controls access to system and to
accounts
Postage tracking and access control managed from the PC
Action required to access
the system
Unlimited access to the systemNo postage tracking
Type a PIN code (shared by all
users) to log in
Select the account to charge
postage
Type a PIN code to log in
Select the account to charge
postage
(same as modes with accounts
listed above)
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Page 98
Guidelines to Setup an Account5.3
See also
Selecting an 'Account Mode ' on page 89 .
•
Setting up 'No Account '
The 'No Account' mode provides users with unlimited access to the system (self-service
type).
This is the default mode in your Mailing System.
Implementing “No account”
Follow the procedure How to Display and Change the 'Account Mode' on page 97
•
and select the 'No Account' mode.
5
Managing Accounts and Assigning Rights
'No Account' Management Menu
In No account mode:
No other setting is necessary for the 'No Account' mode.
91
Page 99
Setting up 'No Account with Access Control '
If you want to prevent unauthorized use of the Mailing System and do not want to use
accounts, use the “No Account with Access Control” mode. This provides a single PIN code
for all authorized users.
Implementing “No account with access control”
1.
5
2.
Managing Accounts and Assigning Rights
'No Account with Access Control' Management Menu
In No Account with access control mode, the menu allows you to change the shared PIN
code.
Follow the procedure How to Display and Change the 'Account Mode' on page 97
and select the 'No account with access control' mode.
Enter the 4 digit shared PIN code the users will have to enter at log in.
How to Change a Shared PIN Code
1.As the supervisor (see How to Log in as Supervisor on page 148 ):
Pressand type 5.2 or select the path:
Account ManagementChange PIN code
The PIN code screen is displayed.
2.Enter the new PIN code and press [OK] .
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Page 100
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
97 and select the 'Accounts' Mode.
2.
Create accounts as indicated in How to Create an Account on page 100 .
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 98 .
•
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