Pitney Bowes DM500, DM550 User Manual 2

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DM500™ and DM550™ Series 

Digital Mailing System

DM500™ Series Mailing System

DM550™ Series Mailing System

Shown with Weigh-On-The-Way®

Operator Guide

US English Version

SV61436 Rev. D

l system of any type or transmitted by any means, electronically or mechanically, without the

express, written permission of Pitney Bowes.

We have made every reasonable effort to ensure the accuracy a ever, we cannot assume responsibility for errors or omissio

nd usefulness of this manual; how-

ns or liability for the misuse or misapplica-

tion of our products.

Due to our continuing program of product improvement,

equipment and material specifications as well as performance features are subject to change without notice. Your postage meter may not have some of the features described in this book.

AccuTrac, Ascent, DM500, DM550, DM Series, E-Z Seal, IntelliLink,

WEIGH-ON-THE-WAY (WOW) Postage By Phone, INVIEW and Pitney Bowes Supply Line are trademarks or registered trademarks of Pitney Bowes Inc. ENERGY STAR is a registered trademark of the United States Environmental Protection Agency. All other trademarks are trademarks or registered trademarks of the respective owners.

SV61436 Rev. D

Alerting Messages

Various messages are used throughout this guide to alert you to potentially hazardous or error causing conditions. These messages are as follows:

WARNING! Alerts you to conditions or practices that could cause serious injury.

CAUTION: Alerts you to conditions or practices that could cause damage to the

equipment or to the material being run.

IMPORTANT: Alerts you to conditions or practices that could adversely affect equipment operation if instructions are not followed exactly.

NOTE: Pr

ovides a comment or explanation of the associated topic.

FCC Compliance

This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to part 15 of the FCC rules. These limits are d interference when the equipment is operated in a commercial environment. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the

instruction manual, may cause interference to radio communications. Operation of this equipment in a residential area is likely to cause interferen rect the interference at his own expense.

Use only a shielded interface cable to operate this equipment with a scale or other peripheral device

CAUTION: Changes or modifications to this equipment not expressly

approved by the party responsible for compliance (Pitney Bowes) could void the user’s authority to operate the equipment.

esigned to provide reasonable protection against

ce, in which case the user will be required to cor-

ii SV61436 Rev. D

FCC Compliance of Modem

This equipment complies with Part 68 of the FCC rules and the requirements adopted by the ACTA. On the bottom of the IntelliLink® Control Center is a label that contains, among other information, a product identifier in the format US:AAAEQ##TXXXX. If requested, this number must be provided to the telephone company.

This equipment is designed to be connected to a Facility Interface Code network interface.

A plug and jack used to connect this equipment to th comply with the applicable FCC Part 68 rules and requirements adopted by the ACTA. A compliant telephone cord and modular plug is provided with this product. It is designed to be connected to a compatible modular jack that is also compliant. See installation instructions for details.

The ringer equivalence number (REN) is use nected to a telephone line. Excessive RENs on a telephone line may result in the devices not ringing in resp (5.0). To be certain of the number of devices that may be connected to a line, as determined by the total RENs, contact the local telephone company. The REN for this product is part of the product identifier that has the format US:AAAEQ##TXXXX. The digits represented by ## are the REN without a decimal point (for example 03 is a REN of 0.3).

If this IntelliLink® Control Center causes harm to t notify you in advance that temporary discontinuance of service may be required. But if advance notice isn’t practical, the telephone company will notify you as soon as possible. Also, you will be advised of your right to file a complaint with the FCC if you believe it is necessary.

The telephone company may make changes in its facilities, equipment, operations, or procedures tha advance notice in order for you to make necessary modifications to maintain uninterrupted service.

If trouble is experienced with this IntelliLink® Control Ce

warranty information. Refer to the Pitney Bowes Contact Information List in this guide for the number

of the help desk. If the equipment is causing harm to the telephone network, the telephone company may request that you disconnect the equipment until the problem is resolved. This equipment is not intended to be repaired by the customer (user).

onse to an incoming call. In most but not all areas, the sum of RENs should not exceed five

t could affect the operation of the equipment. If this happens the telephone company will provide

d to determine the number of devices that may be con-

e premises wiring and telephone network must

he telephone network, the telephone company will

nter please contact the help desk for repair or

02LS2 network with RJ11C

Connection to party-line service is subject to state tarif public service commission, or corporation commission for information.

If the installation site has specially wired alarm equipmen installation of this IntelliLink® Control Center does not disable the alarm equipment. If you have questions about what will disable alarm equipment, consult your telephone company or a qualified installer.

SV61436 Rev. D iii

fs. Contact the state public utility commission,

t connected to the telephone line, ensure the

Pitney Bowes Contact List Chapter 1 - Read this First

Table of Contents

Chapter 2 - Meet the DM Series™ Digit Chapter 3 - Mail in a Minute Chapter 4 - Running Mail Chapter 5 - Mailing System Setup Chapter 6 - Adding Postage Chapter 7 - Standard Accounting Chapter 8 - Reports Chapter 9 - Maintaining and Updating Chapter 10 - Troubleshooting Chapter 11 - Supplies and Options Chapter 12 - Specifications Appendix A - Glossary Index

al Mailing System

SV61436 Rev. D

Pitney Bowes Contact Information List

PB Web Sites • For frequently asked questions, go to:

http://www.pb.com

• To place requests for service or training, go to:

http://www.pb.com and click on My Acc

• To order PB supplies and accessories, go to:

ount.

http://www.pb.com and click on Onli

• To view and pay invoices online, go to:

http://www.pb.com and click on My Acc

• To view inventory, go to:

http://www.pb.com and click on My Acc

• To add postage to your Postage By Phone® Meter Payment System a

ccount, go to:

http://www.pb.com and click on Ad

ne Store.

ount.

d Postage to Your Meter.

Our Help Desk For direct questions, call: 1.800.522.0020. Customer Service Represen-

tatives are available Monday through Friday, 8AM - 8:00PM EST.

Postage By

To contact, call 1.800.243.7800

Phone® System

Pitney Bowes Supplies

To order Pitney Bowes approved supplies, call our PB Supply Line™ at

1.800.243.7824.

1 • Read This First

Contents

What’s in this Guide.............................................................................1-2

Other Information.................................................................................1-2

What You Need to Know......................................................................1-3

Safety Requirements............................................................................1-3

Important Information About Powering Y

System Off......................................................................................1-5

our DM Series™ Digital Mailing

SV61436 Rev. D

1 • Read This First

What’s in this Guide

Chapter 1 - Read this First contains important information about USPS

requirements and equipment and telephone safety precautions.

Chapter 2 - Meet the DM500™ and DM550™ Digital Mailing System

gives an overview of th and machine feature. Please read this section carefully. It provides a foundation for the instructions in later sections of this book.

Chapter 3 - Mail in a Minute e

system. By following these instructions, you will be able to run mail quickly.

Chapter 4 - Running Mail e

modes as well as when to use the various options.

Chapter 5 - Mailing System Setup pro

customizing your mailing system to suit your needs.

Chapter 6 - Adding Postage expla

postage meter (Postal Security Device) using the Pitney Bowes Postage By Phone® Meter Payment system.

Chapter 7 - Standard Accounting

accounting feature to track postage.

Chapter 8 - Reports expla

how to print them.

e mailing system and the location of each control

xplains the basics of running mail on your

xplains how to run mail in the different mail

vides step-by-step instructions for

ins how to add postage funds to your

explains how to use the standard

ins the different types of reports available and

Other  Information

Chapter 9 - Maintaining and Updating

of the meter stamp and how to take care of the moistener and tape feeder. It also tells you how to add features and update postal rates and carriers.

Chapter 10 - Troubleshooting cont

encounter while using your mailing system.

Chapter 11 - Supplies and Options list

system and how to order them.

Chapter 12 - Specifications con

system and mailing materials.

Appendix A - Glossary d

tor guide.

This section describes other sources of information available for the DM500™ and DM550™ Digital Mailing System.

• Quick Refe

Operator guide, such as how to set postage, process mail, or clear jams is summarized in the Quick Reference Card Set. The cards are located in a slot in the Stacker module of your system.

• Our He Pitney Bowes Contact Information List located at the front of this guide.

rence Cards - Much of the information contained in the

lp Desk - For a list of the Pitney Bowes web sites, refer to the

efines mailing terms used throughout this opera-

tains the specifications for the mailing

explains how to check the quality

ains a list of problems you may

s the supplies available for your

1 - 2 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

What You Need to Know

USPS Requirements



Safety Requirements

Since your postage meter (Postal Security Device) is licensed by the United States Postal Service (USPS), you must follow a few basic requirements.

• Mail must have the correct date and postage amount in the meter stamp.

• Metered mail must bear the ZIP Code location of the post office where the

postage meter (Postal Security Device) is registered.

• If you move to another ZIP Code location, you must update the ZIP Code.

You can do this by calling Postage by Phone®.

• Each time you refill your postage meter (Postal Security Device)

ugh the modem, the Postage By Phone® Meter Payment System

thro computer automatically performs a postal inspection. If the postage meter in your mailing machine has not detected a modem refill transaction at certain intervals, the message “Inspection Required” appears on the

main screen of the IntelliLink® Control Center. (The system will then

prompt you to connect to Pitney Bowes and perform an inspection.)

• The postage tape you use must meet USPS specif

WARNING! Follow normal safety precautions for all office equipment whenever using your mailing system.

ications.

Read all instructions before you attempt to operate the machine. Use the equipment only for its intended purpose.

• Use only Pitney Bowes approved supplies, in particular aerosol dusters. Improper storage and use of aerosol dusters or flammable aerosol dusters, can cause an explosive-like co sonal injury and/or property damage. Never use aerosol dusters la

beled flammable and always read instructions and safety precautions

on the duster container label.

• Use the power cord supplied with the machine and plug it into a properly grounded wall outlet located near the machine and easily accessible. Failure to properly ground the machine can result in severe

sonal injury and/or fire.

per

• The power cord wall plug is the p machine from the AC supply.

• Do not remove the power cord's ground pin and do not use a ground ada

pter.

• Make sure the area in front of the power outlet is free of obstruction.

• DO NOT route the power cord over sharp edges or trap it between pieces of fu

• To reduce the risk of fire or electrical shock, DO NOT covers or disassemble the equipment. The housing encloses hazardous parts. If any components are dropped or otherwise damaged, rep

ort such damage to your Pitney Bowes customer service represen-

tative.

• Keep fingers, long hair, jewelry, neck ties, and lo moving parts at all times.

rniture. Make sure there is no strain on it.

ndition that could result in a per-

rimary means of disconnecting the

attempt to remove

ose clothing away from

SV61436 Rev. D 1- 3

1 • Read This First

• When removing jammed material, avoid using too much force to prevent personal injury and damaging equipment.

• To prevent overheating do not cover system vent openings.

• When lifting covers, wait for all parts to stop moving before placing

ds near feeder path or printer.

han

• Do not remove covers as they enclose hazardous parts that should only be

accessed by a Pitney Bowes Service Representative.

• Use only Pitney Bowes approved supplies, e.g., inks, tapes, and clean-

ers. Call the Pitney Bowes Supply Line™ listed in the Pitney Bowes

act Information List at the front of this guide.

Cont

• Always follow the specific occupational safety and health s prescribed for your

NOTE: Your mailing system requires annual cleaning by a Pitney Bowes service representative. For continued safe operation, contact your local Pitney Bowes office for a scheduled cleaning

workplace

If you use an AC adapter to power the meter when it is off the mailing machine ba

se:

• Use only the AC adapter designed specifically fo

r the IntelliLink® Control Center. Third-party AC adapters may damage the IntelliLink® Control Center.

• To protect against electrical shock, plug the AC adapter into a properly unded power outlet.

gro

• Do not route the AC adapter cable over sharp edges or trap between

furn

iture.

CAUTION:

sive ink accumulation, immediately po connect the power cord from the wall plug and call your

cal Pitney Bowes office for a cleaning.

In case of an ink spill, leaking ink or exces-

wer down and dis-

The IntelliLink® Control Center and its built-in postage meter (Postal Security Device) connect directly to analog telephone lines. For your protection we urg

e you to follow basic safety precautions to reduce the risk of fire,

electric shock and injury to persons, as well as the following:

• Never connect telephone wiring during a lightning storm.

• Disconnect the meter telephone line during a lightning storm.

• Avoid using a telephone or equipment that connect

s to a telephone line during an electrical storm; there may be a remote risk of electrical shock from lightning.

• Never install telephone jacks in wet locations.

• Do not use this product near water, for example, near a bath tub, wash bowl, kitche

n sink or laundry tub, in a wet basement or near a swim-

ming pool.

• Never touch non-insulated telephone wires or terminals unless the telephone line has been disconnected at the network interface.

• Use caution when installing or modifying telephon

e lines.

1 - 4 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

NONO

YES

OFF

• Do not use the telephone or equipment connected to the telephone line in the vicinity of a gas leak.

• Do not connect your postage meter (Postal Security Device) to a digital pho

ne line. The device’s built-in modem is designed to work with an analog phone line only. (Your fax machine is usually connected to an analog phone line.) If you do not know if your line is digital, call your phone provider for verification.

• Disconnect the telephone cord from the wall before removing the  IntelliLink® Control Center.

CAUTION: To reduce the risk of fire, use only the 26

AWG telecommunication line cord either supplied with the machine or supplied separately.

Important Information About Powering Your  DM Series™ Digital Mailing System Off

Your DM Series™ Digital Mailing System is design at all times. This is necessary so that the printer station can perform the required maintenance it needs to maintain peak performance.

Your DM Series™ System has a power switch (for the location, refer to

er 2, page 2-6) so that you can properly remove power to the system.

Chapt

If you need to power off your system, you must use the power switch. Whe

n you power off the system, the system immediately moves the print-

head back to the capping station to keep the printhead from drying out.

Powering off your system by any other means, su power strip, or unplugging from a wall outlet, will result in higher than normal ink consumption and could damage your mailing system.

ed to remain powered on

ch as a wall switch, a

SV61436 Rev. D 1- 5

1 • Read This First

1 - 6 SV61436 Rev. D

2 • Meet the DM500™ and DM550™ Series

Digitial Mailing System

Contents

Introducing the DM Series™ Mailing System.......................................2-2

Features and Benefits..........................................................................2-2

Parts of the Mailing System..................................................................2-5

Mailing System Exterior..................................................................2-5

Mailing System Interior...................................................................2-8

The IntelliLink® Control Center ....................................................2-10

SV61436 Rev. D

2 • Meet the DM500™ and DM550™ Digital Series Mailing System

Introducing the DM Series™  Mailing System

Features and Benefits

Energy Star® Rating



The DM Series™ Digitial Mailing System is an easy-to-use digital mailing

system you can tailor to satisfy the unique requirements of your organization. This system:

• Automatically feeds a stack of mail.

• Moistens and seals the envelope flaps.

• Imprints the correct postage amount.

• Stacks the finished mail.

The following section provides a summary of the main features and benefits of the DM500™ and DM550™ Series System.

The Weigh-On-The-Way® capability for the DM500™ and DM550™ Series Systems is available only for those markets. Inclusion in this guide does not imply availability.

As an ENERGY STAR Partner, Pitney Bowes has determined that the DM Series™ mailing systems meet ENERGY ST enter a low power state called the "sleep mode" if not used for a preset interval of time. This keeps energy consumption low, while maintaining the high state of readiness you expect

from Pitney Bowes mailing equipment.

in limited markets, and is represented in this guide

AR guidelines for energy efficiency. They automatically

ENERGY STAR qualified office and ima less electricity than standard equipment. And using less energy keeps utility costs down. Over the next five years, these products will save Americans more than 5 billion dollars.

The ENERGY STAR program is another example of how Pitney Bowes is

od for the environment and smart for business.

ging products use as much as 60%

Postage Meter The postage meter on your mailing system is a Postal Security Device

(PSD) that incorporates the latest technology approved by the United States Postal Service to secure funds. This technology eliminates the need to perform physical inspections thereby making the system easier and more convenient to use. The PSD contains the funds and performs all of the calculations necessary to print meter stamps that comply with the latest USPS standards.

Easy-to-Use IntelliLink®



Control Center

The IntelliLink® Control Center is mounted on the top of your mailing system and features a large easy-to-read graphic display, function keys and alpha a the display to prompt you through all of the setup and mailing operations. You use the function keys and keypads to respond to the system prompts and select your options.

nd numeric keypads. A series of messages and options appear in

2 - 2 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Variety of Communications Options

Your DM Series™ Digital Mailing System comes with communications ports for data communications with Pitney Bowes support services and for interfacing to external devices such as a or other peripherals.

If you do not have access to your organization’s Local Area Network, an in

ternal modem for connecting to an analog telephone line is also available to allow data communications with Pitney Bowes support services as well as external mail/parcel carriers.

personal computer, an optional scale,

Accounting and Reporting

Communications with Pitney Bowes provide

• Postage By Phone® Meter Payment System refills

• Remote postage inspections

• USPS Confirmation Services (Delivery Confirmation, Signature Confir-

mation, and electronic filing of Certified Mail)

• Ability to download graphic images (ads, inscriptions, and permits)

• Ability to download rate change and software updates

s the following benefits:

INVIEW™ Accounting

The INVIEW™ accounting and reporting feature allows you to store postage costs for 100 accounts, or you can purchase an option to store 300

nts. You can run reports on single or multiple accounts and limit

accou access to the accounts by password protecting them. For more information

on the INVIEW™ accounting package, refer to INVIEW™ Accounting Operator Guide, SV62233.



Budget Manager

You can also acquire the enhanced accounting package, Budget Manager. Budget Manager allows you to create more accounts with higher levels of detail.

For more information on Budget Manager, refer to Budge

Operator Guide, SV60957.

t Manager



Business Manager

You can connect your DM Series™ system directly to a Business Manager host PC and control all of your accounts, operators and postal transaction data through the Business Manager Administration module. For more information on Business Manager, refer to the help within the Business Manager application.

SV61436 Rev. D 2 - 3

2 • Meet the DM500™ and DM550™ Digital Series Mailing System

COMPLIANTCOMPLIANT

Advertisements and Inscriptions

Ads and inscriptions are messages you can include in the meter stamp. A number of standard advertisements and inscriptions are included with your mailing system. You can order customized ads and inscriptions by calling

the Pitney Bowes Supply Line™ (refer to the Pitney Bowes Contact Infor- mation List at the

front of this guide for the phone number). For information

on ordering ads and inscriptions, refer to Chapter 11, Supplies and Options

in this guide.

When you order additional advertisements or inscriptions you

receive an art card which you insert into a slot on the side of the IntelliLink® Control Center. Once installed, you can select an advertisement or inscription when you run mail.

Shape Based Rating

Shape based rates are USPS® rates that are based on the weight and dimensions (thickness, length, width) of t

he mail piece. All DM Series mailing systems support this

rating structure.

Optional Permits You can print a permit on a piece of mail instead of a meter stamp. A permit

is a postal mark containing a permit number that provides you with special processing or discount rates. You get the permit(s) from the US Post Office and the permit artwork from Pitney Bowes. For information on ordering per-

mits, refer to Chap

ter 11, Supplies and Options in this guide.

2 - 4 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

123

11 12

Parts of the Mailing System

Mailing System Exterior

This section describes the parts of your DM500™ and DM550™ Series System and includes:

• The Mailing System Exterior, including the Weigh-On-The-Way®

(WOW®) Module

• The Mailing System Interior

• The IntelliLink

• The Main Screen

IntelliLink® Control Center - This contains the screen and keypad

for communicating with the mailing machine and the built-in postage meter (Postal Security Device).

Feed Cover - Protect moving p

from entering the machine. The feed cover protects the feeder.

WOW (Weigh-On-The-Way®) Cover - Protect

port area on the DM Series™ systems t

Printer Cover - pr

nents.

Thickness Adjustment Knob - Y

thicknesses of the envelopes you are feeding into your mailing system.

Control Center

arts and prevent foreign objects

s the WOW® trans-

hat have the optional

otects the print head and ink cartridge compo-

ou use this knob to adjust for the

Weighing Capabili ty - Y

form scale for your DM Series™ Digit

On/Off switch - T

located on the lower left side of the feed deck

Feed Deck - Th Side Guide - Set this to

you feed them into the feeder.

Trans port Relea se Knob

half of the transport deck if you need to clear a jam.

Art Card Slot - The

into the art card slot on the right

f the IntelliLink® Control Cen-

side o ter (as shown in the photo on the rig

ht). The art card contains adver-

tisements and inscriptions.

Quick Reference Card Set - The

are easy reference cards containing instructions for performing

rations like how to set postage, process mail, or clear jams. The

ope cards are located in a slot in the stacker module of your mailing system.

urns the mailing system on and off. This is

is is where you load the mail.

ou can acquire a 5 or 10 lb. integrated plat-

al Mailing System.

reduce the skewing of pieces of mail as

- You pull this knob out to drop the lower

art card plugs

Stacker - This is where

applied to the piece of mail. It is located on the right side of the machine.

SV61436 Rev. D 2 - 5

mail is deposited after the postage is

2 • Meet the DM500™ and DM550™ Digital Series Mailing System

The DM500™ and DM550™ Series Digital Mailing System

Right Side View of the DM500™ and DM550™ Series System

2 - 6 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Dual External Device USB Ports

Serial Port  Connector

The DM500™ and DM550™ Series System with Optional WOW® Module

Connectors on the Back of the Mailing System Base

USB Ports - Four USB ports are located on the back, lower right side of the

machine. These provide communications with external devices like a printer, an external scale, optional power stacker or a PC. If you are connecting to your organization’s Local Area Network (LAN), use one of these USB port

s to make the connection. For details, refer to section Connecting

Your Postage Meter to a LAN in Chapter 6 of this guide. Serial Port Connector - On

e Pitney Bowes serial port connector. This is

for Pitney Bowes use only.

SV61436 Rev. D 2 - 7

2 • Meet the DM500™ and DM550™ Digital Series Mailing System

Top release jam lever E-Z Seal® bottle Top release jam lever

Thickness adjustment

knob

Lower release lever Feed deck

Thick mail setting

Normal mail setting

Mailing System Interior

Interior of the DM Series™ System (Under the Front Cover)

Thickness Adjustment Knob - Use this to adjust for the thicknesses of

the envelopes. You do not have to lift the cover to adjust the knob.

For thicker pieces of mail (3/8” to 5/8”), or mail containing several inserts, use the thick mail setting or for postcards, use the normal mail setting. Refer to the figure on the right.

Top Release Jam Lever/Lower Release Lev

deck.

Pressure-Sensitive Postage Tape - The 

DM Series™ system uses this pressure sensitive tape to print reports and meter stamps for p

ackages or pieces of mail that are outside

the limits specified for mailing materials. See

Specifications in Appendix C of this guide for

details.

Feed Deck - This f

option WOW® module, this feed the envelopes to the WOW® transport deck.

. For mail containing only single inserts,

er - Lift these to clear jams on the Feed

eeds the envelopes to the printer. If your system has the

2 - 8 SV61436 Rev. D

E-Z Seal® Sealing Solution Bottle - This cont

used for moistening and sealing envelopes.

ains the E-Z Seal® solution

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Postage tape holder in WOW® Module

WOW transport jam release lever

WOW transport deck

Printhead carriage

Ink cartridge holder

Interior of the DM Series™ System with Optional WOW®  (Under the WOW® Cover)

WOW® Transport Jam Release Lever - Pull this to clear jams on the

transport deck.

Pressure-Sensitive Postage Tape - In the

optional WOW® module, the pressure sensitive postage tape is located as shown below in the WOW® module.

WOW® Transport Deck - Th

Under the DM500™ and DM550™ Series Print Cover

Ink Cartridge Holder - This contains the ink used to create the meter

stamp.

DM Series™ system with

is transports the envelopes to the printer.

Printhead Carriage - This pro

SV61436 Rev. D 2 - 9

duces the meter stamp.

2 • Meet the DM500™ and DM550™ Digital Series Mailing System

234

6 7

10 111213

The IntelliLink® Control Center

This section describes all of the function keys on the IntelliLink Control Center, the control center Main Screen, and the connectors on the back of the control center used to connect it to the AC adapter and to an analog phone line.

Function Keys

Five Screen Keys - The five keys directly to the left of the display

screen allow you to select options displayed on the screen.

Lock Button - Lo Normal Preset Key - Return

ting.

Mode Key - Pre

modes.

Class Key - Enab

(e.g., First Class, Priority, Media mail).

Seal Key - Allo

out applying postage. You can also choose no lopes at all.

Accounts Key - Pre

cks the IntelliLink® Control Center.

s you to the most commonly used set-

ss to choose from a variety of mail processing

les you to select the correct class for your mailing

ws you to moisten and seal envelopes, with or with-

t to seal the enve-

ss to set up and edit accounts.

Custom Preset Key - Use this to choose freq

key settings for running different jobs

Menu Key - Pre

• Meter Stamp Options

•Set Up

• Zero Scale

• Maintenance

• Turn Features On

• Confirmation Services

• Adjust Display Contrast

Funds Key - Press to

• Funds Available (in postage meter)

• Funds Used

• Total Pieces (of mail processed by your mail system)

Reports Key - Of

Help Key - Give

ing.

Numeric Keys - Press nu

and weight. You can also use these keys to select numbered opt

ions appearing in the display.

ss to view the following settings and options:

view the following settings and options:

fers a selection of different types of reports to run.

s detailed information about a screen you are view-

mbered keys to enter postage amounts

uently-used system

Enter Key -

the mailing system.

Arrow Keys - Moves

selects options.

2 - 10 SV61436 Rev. D

Press to enter the information you have selected for

you to new menus, or scrolls menus and

DM500™ and DM550™ Series Digital Mailing System Operating Guide

171819

Start Key - Begins processing mail with the options you have

selected.

Tape Key - Allows you

pieces of mail that are outside the limit

als. See Specification

Stop Key - Ends

Clear Key -

Alpha Keyboard - Use

tion. This keyboard is under a cover that opens for access.

Clears an entry, or takes you back one screen.

to print postage tapes for packages or

s specified for mailing materi-

s in Appendix C of this guide for details.

a mail or tape processing job in progress.

to enter accounts and other setup informa-

SV61436 Rev. D 2 - 11

2 • Meet the DM500™ and DM550™ Digital Series Mailing System

2 3

The Main Screen

The content of the main screen depends upon the current mode of the machine. Main screens are the only screens that contain a meter stamp replica area and a main status area.

The main screen enters a sleep mode after a certain period of inactivity. Pressin display, or the one corresponding to the Normal Preset settings (refer to

Define Presets in Chapter 5 in this guide for more information).

g any key wakes up the system and shows the last screen on the

Advertisement Display - The

the envelopes or tape (if selected).

Account - The o

postage.

Class - The class you selected f Main Status Area - Import

or navigation tips. For example, if yo appears in this area.

Weight Display Area - The

Mode - Th

what the next required action will be.

Meter Stamp - The

tape.

Batch Count - The n

e mode in which the piece of mail will be processed, or

ptional account number or name charged with

official USPS indicia printed on the envelope or

umber of pieces of mail run in a job.

optional message to be printed on

or the piece of mail.

ant information such as warnings or help

weight of the piece of mail.

u select a class, a message

2 - 12 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Analog Phone Line Connector

Use this to connect directly to an analog phone line if the PCN on

the bottom of the IntelliLink

® 

Control Center has the number: 1DXX

AC Adapter Receptacle

USB Connector Use this to connect an external modem if the PCN on the bottom of the IntelliLink® Control Center has the number: 1CXX

Connectors on the Back of the IntelliLink Control Center

• Analog Phone Line Connector - The term analog phone line refers to

a RJ11C or RJ11W compatible (single line) telephone wall plug typically used for a residential phone or facsimile hookup. If you do not have a LAN connection, you can use the analog phone line connector to add postage funds to your meter. If the analog phone line is not close to

your DM Series™ system, you can remove the IntelliLink® Control

Center from your system and move it to another location. For more

information, refer to Connecting Your Control Center to a Remote Ana-

log Line in Ch

apter 6 of this guide.

• External

USB Connector - The IntelliLink® Control Center has a con-

nector for a USB device. If the PCN number of your IntelliLink ® Contr center is one of the ones listed under USB Connector label in the figure

below, you must connect an external modem to this USB connector to dial into Pitney Bowes to perform feature updates or add postage. The

PCN number is located on the bottom of your IntelliLink® Control Cen-

ter.

• Inte

lliLink® Control Center AC Adapter Receptacle - The receptacle

for the AC adapter is located on the back of the IntelliLink® Control

Center. If you need to remove the control center from the mailing system base and move it to an analog telephone line, you plug the AC

pter into this receptacle.

ada

SV61436 Rev. D 2 - 13

2 • Meet the DM500™ and DM550™ Digital Series Mailing System

2 - 14 SV61436 Rev. D

3 • Mail in a Minute

Contents

Mail in a Minute....................................................................................3-2

Preparing Your Mail..............................................................................3-2

Running the Mail..................................................................................3-3

Printing Postage Tapes........................................................................3-4

SV61436 Rev. D

3 • Mail in a Minute

Envelopes shingled to the left

Mail in a Minute This chapter explains how to use the “Key In Postage” mode. It’s the quick-

est and easiest way to run a piece of mail or print a postage tape.

Use this mode if:

• You know the postage amount.

• All envelopes are the same size.

• You are printing postage on postcards.

For instructions on other available modes for running your mail, refer to

Determining th

e Correct Postage Mode section in Chapter 4 in this guide.

Preparing Your Mail

For tips on feeling light weight or bulky

or any mail that is easily damaged, refer the T ips on Feeding Mail section in Chapter 4 in this guide.

1. Remove any onion skin/airmail type envelopes, Tyvek® envelopes,

envelopes that are thicker than 5/8” or any pieces of mail that are outside the limits specified for

Chapter 12 of this guide for details. Print the postage for this type of

mail on tape.

2. Sort the mail by envelope size and weight. If you are using the account-

ing feature, sort by account as well.

3. Shingle the envelopes

so they are slan slightly to the left as shown in the picture shown below. 

        

ted

mailing materials - see Specifications in

pieces of mail, flats and postcards,

3-2 SV61436 Rev. D

Feed Sensor

Side Guide

Thin Mail Setting

Thick Mail Setting

DM500™ and DM550™ Series Digital Mailing System Operating Guide

4. Place the stack of mail on the feed deck shown in the picture below.

• Place the envelopes with the flaps down and against the rear wall.

• Make sure the envelopes are pushed far enough so that they cover t

5. Adjust the side guide so it is close to, but not touching, the bottom edge he envelope stack. Be sure and leave a slight clearance between

of t the side guide and envelopes (about 1/16 inch clearance).

6. Adjust the thickness adjustment knob to

for envelope thickness. For

adjust thicker pieces of mail (3/8” to 5/8”), or mail containing several inserts, use the thick mail setting. For mail containing only single inserts, or for postcards, use the normal mail setting. Refer to the figure on the right. To pick a setting, turn the knob to the

w located on the feed cover.

arro

7. Make sure you have sufficient funds in

your post “Low Funds” appears on the screen, make sure you can complete the mail run with the funds you have. If you do

not have enough funds, see Chapter 6, Adding Postage in this guide. uide and

envelopes (about 1/16 inch clearance).

he feed sensor on the rear wall.

age meter. If the message

Running the Mail

1. Press the Mode key on the IntelliLink® Control Center.

2. Select Key

In Postage.

3. Key in the correct postage value using the numeric keys on the control

center

4. Place the piece of mail on the feed deck and press the St

SV61436 Rev. D 3-3

, then press the Enter key.

art key.

3 • Mail in a Minute

Printing Postage Tapes

Print postage tapes for:

• Packages

• Onion skin/airmail type envelopes

• Tyvek® envelopes

• Envelopes that are thicker than 5/8”

• Any pieces of mail that are outside the limits specified for mailing mate-

rials - see Sp

ecifications, Mailing Materials in Chapter 12 of this guide

for details. You can request up to 99 tapes at a time. The tapes exit into the stacker. The

DM500™ and DM550™ Digital Mailing System is designed to use a

special pressure sensitive adhesive tape made exclusively for it.

CAUTION: Use only fresh rolls of Pitney Bowes tape to avoid distortion or jams in the mechanism and possible loss of postage.

To print a postage tape:

1. Locate the tape exit on the right side of the mailing system.

2. With the correct postage set on the main screen, press the Ta

pe key to

print one tape.

3. To print more than one tape, use the numeric keys to type in the num-

ber of tapes you want, then press the Ta

pe key. The system prints the

tapes.

NOTE: Do not lif ing or the system will stop printing,

t any of the covers on the mailing system while the tape is print-

cut and eject the tape.

3-4 SV61436 Rev. D

4 • Running Mail

Navigating Hints...................................................................................4-2

Applying Postage and Running Mail....................................................4-3

Determining the Correct Postage Mode...............................................4-4

Preparing Your Mail..............................................................................4-6

Selecting the Postage Mode and Running the Mail...........................4-10

Selecting or Deselecting an Account .................................................4-16

Selecting the Class, Carrier, Special Services or Options .................4-18

Selecting the Meter Stamp Options....................................................4-20

Using Electronic Confirmation Services.............................................4-22

Adding Postage or Changing the Date...............................................4-31

Clearing the Batch Count...................................................................4-32

SV61436 Rev. D

4 • Running Mail

Select Mode

 1. Key in Postage

 2. Differential Weighing

 3. Manual Weight Entry

 4. Attached Scale

 5. Seal Only - No Printing





Home

Screen Options

Arrow Keys and Help Information

Navigating Hints

• The maximum number of options displayed is 5. To view more options,

press the down arrow key.

• You can select a numbered option either by pressing the screen key

next to

board and then pressing the Enter key

• To go back one screen or more, clear an entry, or return to the “Ready”

screen

the main screen.

• Other selection or navigation or help information appears at the bottom

of t

bottom right side of the screen.

the option, or by pressing the corresponding number on the key-

, press the Clear key. Pressing the left arrow key returns you to

he screen. Also, check for messages next to the arrow keys on the

4-2 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

345

678

Applying Postage and Running Mail

To apply postage and run mail on the DM500™ and DM550™ Series System, follow the procedures listed here.

You must follow procedures 1 and 2 before you run mail through the system and apply postage. If you are using Accounting, you must also follow pro

cedure 4.

Follow the other procedures listed here as needed. For details on each procedure, refer to the section number listed here.

Determining the Correct Postage Mode.

mode for your specific mail run.

Preparing Your Mail. Getting your mail r

DM550™ Series Digital Mailing System.

Selecting the Postage Mode and Running Mail. Choosing the

for running your mail and tapes.

Selecting or Deselecting an Account to Print Postage. Refer to

this section if your system uses accounting.

Selecting the Class. Refe

class or select a special service.

Selecting Meter Stamp Options. Th

change the elements printed on your piece of mail.

r to this section if you need to specify a

Deciding the appropriate

eady for the DM500™ and

mode

is section describes how to

Using Electronic Confirmation Services. This section

to use preprinted barcode labels provided by Pitney Bowes to electronically process and submit records for USPS Confirmation to the Pitney Bowes Data Center.

Adding Postage or Changing the Date. Th

to add more postage or change the date of your postage.

Clearing the Batch Count. Refer t

reset the number of pieces of mail processed by your system.

o this section if you want to clear or

is sections tells you how

tells you how

Services

SV61436 Rev. D 4-3

4 • Running Mail

Determining the Correct

stage

Po Mode

Feeding Mail or Printing Tape?

1. If your mail requires no application of postage, see Chart C on the fol-

lowing page to choose your mode.

2. If your mail requires postage, you must determine if you can print

directly on

• under 5/8in. (15.9mm) thick.

• over 3.5 in. x 5 in. or under 13 in. x 10 in.

• underr 10 lbs.

• not too thin (such as fliers, or Tyvek® envelopes) or too fragile (such a feeder.

• Meet the other requirements for mail feeding listed in Cha Specifications in this guide.

3. If your mail meets the above requirements, select the appropriate mode from Chart A b

4. If your mail does NOT meet the requirements for direct printing, you MUST p Chart B on the following page.

Chart A - Printing on Mail

If: Then use this mode:

your mail. You can feed mail if your pieces of mail are:

s air mail and onion skin envelopes) to pass through the

pter 12,

elow.

rint a postage tape. Select the applicable postage mode from

You know the amount of postage needed for yo

ur piece of mail.

You do not know the weight of your piece of mail.

The pieces of mail are different weights but fall within the guidelines listed above and in the

Specifications in Appendix C in this guide.

All pieces of mail are identical.

Your pieces of mail vary in types, sizes, and/or

weight

Key In Postage

Attached

WOW® - Weigh-On-TheWa

Weight First Piece (only available with WOW®)

Differential Weighing (available as an option on your DM Series™ tem).

Scale

y®

Digital Mailing Sys-

4-4 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Chart B - Postage Tape Mode

If: Then use this mode:

You know the amount of postage needed for yo

ur piece of mail.

You do not know the weight of your piece of mail.

You have several pieces of mail and do not

w their postage

kno

You know the weight.

Your pieces of mail vary in types, sizes and/or

weight

Key In Postage

Attached Scale

Attached Scale - AutoTape (An option you can purchase,

t available on all systems.)

Manual Weight Entry (An option you can purchase,

t available on all systems.)

Differential Weighing

Chart C - Mail Modes with NO Postage

If: Then use this mode:

Print Permit (An option you

Your mail requires a permit.

may

be able to purchase. Not

available on all systems.)

You only want to seal the envelope and do NOT wan

You want to print the date or time on incoming ma

t to apply postage.

il for record keeping.

Seal Only (No Printing)

Time and Date Stamp (An

ption you can purchase, not

o available on all systems.)

SV61436 Rev. D 4-5

4 • Running Mail

Envelopes shingled to the left

Feed Sensor

Side Guide

Preparing Your Mail

About Running Mail

If you intend to run pieces of mail through your system, read About Running Mail belo ing Postage Tapes in t

Then, proceed to instructions for selecting the mode and running the job.

Refer to Chapte

compatible with your mailing system. For tips on feeding light weight or bulky pieces of mail, flats and postcards, or any mail that is easily dam-

aged, refer to “Tips on Feeding Mail” in this section.

1. Sort the mail by envelope size and unless you are using the optional WOW module, sort by weight also. If you are using the accounting feature, sort by account as well.

2. Shingle the envelopes so they are slan slightly to the left as shown in the picture on the right. 

       

w. If you are going to print postage tapes, read About Print-

his section.

r 12, Specifications in this guide to make sure your mail is

ted

3. Place the stack of mail on the feed

• Place the envelopes with the flaps down and against the rear wall.

• Make sure the envelopes are pushed far enough so that they cover

the

feed sensor on the rear wall.

4. Adjust the side guide so it is close to, but not touching, the bottom edge of t

he envelope stack.  Be sure and leave a slight clearance between the side guide and envelopes (about 1/16 inch clearance).

deck shown in the picture below.

4-6 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Thin Mail Setting

Thick Mail Setting

5. Adjust the thickness adjustment knob to adjust for envelope thickness. For thicker pie mail containing several inserts, use the thick mail setting. For mail containing only single inserts, or for postcards, use the normal mail setting. Refer to the figure on the right. To pick a setting, turn the knob to the

w located on the feed cover.

arro

6. Make sure you have sufficient funds in your post “Low Funds” appears on the screen, make sure you can complete the mail run with the funds you have. If you do

not have enough funds, see Chapter 6, Adding Postage in this guide.

ces of mail (3/8” to 5/8”), or

age meter. If the message

SV61436 Rev. D 4-7

4 • Running Mail

if this is where you want the indicia ...

make sure the mail is completely sealed when you feed it through the machine

Flap face-down and sealed

Tips on Feeding Mail

• Presealed Envelopes: If you are using presealed envelopes, make sure you press the Seal key on the IntelliLink® Control Center and select Sealer off or the envelopes will jam.

• Piece

s of mail that are 5/8" thick: If you are running pieces of mail

that are each 5/8” thick, you must run them one piece at a time. Do not stack them on the feed deck and attempt to feed them automatically they will jam.

• Puffy mail: Be

sure to compress all "puffy" mail before placing it on the

feed deck.

• Portrait flat

s or light, easily damaged mail: You may want to reduce

the speed at which the pieces of mail travel through the machine. To do this, press the

Mode key, then press the right arrow key (speed) to

change between normal and reduced speed.

• Any m

ail with the flap on the opposite side: For mail where the indi-

cia is located on the side opposite of the flap (the flap is on the bottom

he mail piece), make sure the mail is completely sealed before pro-

of t cessing the mail in the WOW® mode as shown below.

• Postca

rds: You may want to process postcards using the reduced

speed mode. Remember to use the Key in Postage mode for postcards.

4-8 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

About Printing Postage Tapes

Print postage tapes for:

• Packages

• Onion skin/airmail type envelopes

• Tyvek® envelopes

• Envelopes that are thicker than 5/8”

• Any pieces of mail that are outside the limits specified for mailing mate-

rials - see Ap

pendix C, Specifications in this guide for details.

You can request up to 99 tapes at a time. The tapes exit into the stacker.

DM500™ and DM550™ system is designed to use a special pressure

The sensitive adhesive tape made exclusively for it.

CAUTION:

distortion or jams in the mechanism and possible loss of postage.

• To print one tape, you simply press the T

Use only fresh rolls of Pitney Bowes® tape to avoid

ape key instead of placing mail

on the feed deck.

• To print more than one tape, use the numeric keys to type in the num-

ber of tapes you want, then press the T

ape key. The tapes exit into the

stacker on the right side of the mailing system.

NOTE: printing or the system will stop printing, cut and eject the tape.

Do not lift any of the covers on the mailing system while the tape is

SV61436 Rev. D 4-9

4 • Running Mail

Select Mode

 Key in Postage  WOW - Weigh on the Way  Weigh First Piece  Differential Weighing  Manual Weight Entry  Attached Scale  Seal Only - No Printing  Time and Date Stamping

Selecting the Postage Mode and Running the Mail

Once you decide the appropriate mode for running your mail job, you select the mode

your mailing system. To access the

modes, press the Mode key on the Intel-

liLink® Control Center.

The names of the modes as they appear on the

screen are shown in the menu on the

right.

Depending on your model number, you may

have all or only some of these options.

For a detailed description of each mode,

r to the specific mode topic in this sec-

refe tion. Follow the steps for your mode exactly

While your mailing system processes the mail, the screen:

• Displays the status of the current job.

• Instructs you, if necessary: to insert an envelope or to reboot your sys-

• Keeps a running count of processed mail.

• Displays errors, at which point the

tem (or displays an error message).

machine stops immediately.

Mode Selection: Reduced Speed Mode

Reduced Speed Mode provides "Normal" or "Reduced" speed mode for mail that requires extra care during processing. This option can be saved in a custom preset.

To use this mode:

1. Press the Mode key

2. Press the right arrow key to toggle between "Normal" and "Reduced" speed. screen.

Reduced Speed Mode will remain active unless it is changed by the operator, or the system defaults to ‘Normal’ as part of the Normal Preset.

The current speed appears on the bottom left corner of the

4-10 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Mode Selection: Key in Postage

Mode Selection: WOW® - WeighOn-The-Way®

Use this mode if you know what the correct amount of postage is for your mail and you intend to apply this postage to each piece.

1. Press the Mode key

2. Select Key

3. Key in the correct postage value using the numeric keys on the 

IntelliLink® Control Center, then press the Enter key

4. If you are done, place the mail on the feed deck and press the St

key, otherwise go to step 4.

5. If you want to change the date, add or change an advertisement or

scription, press the Menu key and select Meter Stamp Options. For

more information, refer to “Selecting the Meter Stamp Options” in this

chapter.

6. When finished, place the stack of mail or piece of mail on the feed deck and

press the Start key.

This feature is available only on systems that have the optional  Weigh-On-The-Way® (WOW®) module installed.

WOW® feature increases your productivity by weighing the and applying the correct postage as it travels through the mailing machine.

In Postage.

WARNING! Do not lean on or disturb the system while it is process-

ing mail in this mode. It will affect the amount of post the mail piece.

art

piece of mail

age applied to

To run mail in the WOW® mode:

1. Press the Mode key

2. Select WOW - W

3. Press the Cl

“Selecting the Class, Carrier , Special Se

ter.

4. Press the Seal key a

5. Place the stack of mail on the feed deck.

6. Press the St

ass key and select the class. For more information, refer to

art key.

eigh on the Way.

nd select your sealing option.

rvices or Options” in this chap-

SV61436 Rev. D 4-11

4 • Running Mail

Mode Selection: Weigh First Piece

Mode Selection: Differential Weighing

This feature is available only on systems that have the optional  Weigh-On-The-Way® (WOW®) module installed.

In this mode, the machine weighs the first mail pie remaining mail at the same postage rate.

WARNING! Do not lean on or disturb the system while it is processing mail in this mode. It will affect the amount of post the mail piece.

To run mail in this mode:

1. Press the Mode key

2. Select W

3. Press the Cl

4-“Selecting the Class, Carrier, Special Services or Option

chapter.

4. Press the Seal key a

5. Place the stack of mail on the feed deck.

6. Press the St

This option is available on your system if it has the optional integrated platform scale or an attached external scale.

This option allows you to place all of the mail on the scale at once, then remove tem calculates the postage for each piece of mail you remove from the scale and a system.

eigh First Piece.

ass key and select the class. For more information, refer to

art key.

each piece, one at a time and run it through the system. The sys-

pplies the postage to the piece as it goes through the mailing

nd select your sealing option.

ce and processes the

age applied to

s” in this

For larger pieces of mail (large envelopes ential weighing to have the system automatically print a tape every time you remove

Before using differential weighing:

• Make sure each piece of mail weigh specified as the differential trip weight during the installation of your

mailing system. Refer to the Set Up the Scale/Select Rates: Diff Weigh Trip Weight section in Chapter 5 in this guide.

• Make sure the stack of mail is less than the capacity of the scale. If "overweigh message disappears.

To use differential weighing:

1. Remove all pieces of mail from the scale.

2. Set the scale to zero by pressing the Menu key Scale.

3. Press the Mode

4. Select Differen

5. The system prompts you to p

a piece of mail from the scale.

t" appears on the display, remove pieces of mail until the

key.

tial Weighing.

lace the mail on the scale.

CAUTION: Make sure you center the mail on the scale and check to be sure it is not touching any other surface or object.

or packages), you can use differ-

s at least as much as the amount

, then selecting Zero

4-12 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

6. Place the mail on the scale.

• If you have previously selected a class, the system displays the fol-

lowing prompt at the top of the screen: Print t

On or Off.

- If you select On,

system automatically prints a tape.

- If you select Off,

on the feed deck. The system automatically feeds the mail.

• If you have not previously select

select one now. For more information, refer to “Selectin g the Class, Carrier, Special Services or Options” in this chapter.

7. Begin removing mail from the scale

• Remove each piece of mail in a single continuous motion.

• If you mistakenly remove more than one piece of mail, put all of the

pieces of mail back o the system does not print the correct postage.

8. When you remove the last piece of ma you if you want to print postage. This is in case the last piece you remove from the scale is the container for the mail.

then when you remove each piece of mail, the

you remove the first piece of mail and place it

ed a class, you are prompted to

. Please note the following:

n the scale. If you only put one piece back on,

il from the scale, the system asks

apes automatically

Mode Selection: Manual Weight Entry

To perform manual weight entry:

1. Press the Mode

2. Select Manual

3. Type in the number of pounds and press Enter.

4. If the weight of your mail is less than 1 lb, press the right arrow key to

the ounces field.

go to

5. Type in the number of ounces and press Enter. Press the Class key if requ tion, refer to “Selecting the Class, Carrier , Spe

in this chapter.

NOTE: If the weight you enter is invalid for the class, you are prompted to select another class.

6. If this is a package, press the T

7. Place the piece of mail on the feed deck.

8. Press the St

key.

Weight Entry.

ired and select the class. For more informa-

cial Services or Options”

ape key, otherwise go to step 7.

art key.

SV61436 Rev. D 4-13

4 • Running Mail

Mode Selection: Attached Scale

Mode Selection: Seal Only

Use this option If the AutoScale feature is set to Off see Set Up Scales/ Rates: AutoScale in Chapter 5 in this guide.

1. Press the Mode

2. Select Att

key.

ached Scale. The “Attached Scale Mode” screen appears.

3. Place the piece of mail on the scale.

CAUTION: Make sure you center the mail on the scale and check to be sure it is not touching any other surface or object.

4. If the class displayed in this screen is incorrect, press the Class key

select the class. For more information, refer to “Selecting the

and

Class, Carrier, Special Services or Options” in this chapter.

5. If this is a package, press the T

ape key, otherwise go to step 6.

6. Place the piece of mail on the feed deck.

7. Press the St

art key.

Seal Only Mode allows you to seal envelopes without applying postage. If you are running accounting, and you select Seal Only Mode, you will be prompted to select an account to track the pieces against.

When you view or print an accounting report, “Seal Only” will appear in the Class colu

mn if the pieces were processed in Seal Only mode.

1. Press the Mode

2. Select Sea

3. Select the Reset Coun

key.

l Menu - No Printing and select the appropriate option.

ter option if you want to clear the number of

pieces of mail fed into the machine in the seal only mode.

4. Place the mail on the feed deck.

5. Press the St

NOTE: For additional sealing options, press the Seal key on the IntelliLink® Control Center. This allows you to select the following options:

• Sealer on (seal envelopes)

•Sealer off

• Seal only, don’t print

art key.

4-14 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Date prints here (MMM DD YYYY)

Time prints here

Mode Selection: Time and Date Stamping

Time Date Stamping mode allows you to print the current time and date, along with the word “Received” on incoming mail.

The time and date will remain the same during a single transaction (wheth update the date and time during the mail run.

1. Press the Mode key

2. Select T

3. Turn the piece of mail over, so the meter stamp is facing down. Then,

4. Press the St

er you process a single envelope or 100 envelopes.) The system will

NOTE: The mailing system may operate at a slightly slower speed dur-

ing this process.

ime and Date Stamping. The time/date stamp appears in

place of the meter stamp on the Main screen.

the envelope on the feed deck with the flap facing up.

place

art key. The Time/Date stamp prints on the envelope.

SV61436 Rev. D 4-15

4 • Running Mail

Selecting or Deselecting an Account

Selecting an Account

If you use Accounting, you must select an account. If you are using Budget Manager or Business Manager refer to the operator guide or help system provided with those applications.

You can select an account manually by scrolling through the entire list of accounts on your system.

If you know part of the account name or th account name search or the speed code search to locate the account you want to use.

If you know only part of the account name or the speed code, you can use the

account name or speed code search to narrow down the list of

accounts to those that most closely match the search criteria you entered.

NOTES: You can use the left arrow key to toggle between the account name and speed code search methods on the Select Account screen. When you select an account by name or by speed code, the search setting remains in effect even after you leave the Select Account screen. The next time you select an account, the last search method you used will be active.

Selecting an Account Manually

e speed code, you can use the

Follow the steps below to select an account:

1. Press the Account scree

listing all of your accounts.

2. Select the Account you want to use to charge arrow key to scroll through the Account list, then press the screen key that corresponds with the account name.

3. If the Account password is enabled, the Enter Account Password screen a. Type in the password.

b. Press Enter.

4. The system returns to the Main screen. The name of the account you selected ap

appears. If the Account password is not enabled, go to step 4.

pears in the Account field.

n key. The Select Account screen appears

postage. Use the down

4-16 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Selecting an Account by Name

The account name search allows you to type in the account name, or part of

the account name, to narrow down your search. Follow the steps below

to select an account by name:

1. Press the Account scree

listing all of your accounts.

2. If necessary, press the left arrow key to toggle the search by account name method

3. Type in the first few characters of th screen will show all the account names that start with the characters you have entered.

4. Select the account you want to use:

•Press Enter to

characters you searched on; or

• If a list of account names appear on the screen, press the screen

key th The system returns to the Main screen, and the name of the account app

ears in the Account field.

5. If the account password is enabled, the Enter Account Password screen a. Type in the password.

b. Press Enter.

Selecting an Account by Speed Code

The speed code search allows you to type in the speed code, or part of the speed code, account by speed code:

appears. If the account password is not enabled, go to step 4.

select the account that most closely matches the

at corresponds with the account you want to use.

to narrow your search. Follow the steps below to select an

n key. The Select Account screen appears

e account name. The list on the

Deselecting an Account

1. Press the Account scree

listing all of your accounts.

2. If necessary, press the left arrow key to toggle the search by account name method

3. Type in the speed code, or the first few numbers of the speed code.

screen will show the account names that correspond with the

The speed code you typed.

4. Select the account you want to use:

•Press Enter to

characters you searched on; or

• If a list of account names appear on the screen, press the screen

key th The system returns to the Main screen, and the name of the account app

ears in the Account field.

4. If the account password is enabled, the Enter Account Password screen a. Type in the password.

b. Press Enter.

1. Press the Accounts key.

2. Select 0

3. “Account: None” now appears in the main screen.

appears. If the account password is not enabled, go to step 4.

select the account that most closely matches the

at corresponds with the account you want to use.

. None from the top of the list.

n key. The Select Account screen appears

SV61436 Rev. D 4-17

4 • Running Mail

Selecting the Class, Carrier

, Special Services or Options

Each carrier has its own set of classes and each class has its own set of special services. When you select a class or carrier, only those options available for that selection display in the main screen.

NOTE: When selecting a class/carrier:

• If your system has been set up to retain the class on each piece of mail weighed selected last.

• If you turn off and then turn has been set up to clear the class on each piece of mail weighed, it will clear the class. In this case, you need to select a new class.

• If you place a piece of mail on the scale, or enter a weight manually, the system automatically prompts you to select a new class if the new weight

equires a different class.

1. Press the Class key

2. Select the class and press Enter.

3. If a ZIP Code or Zone is required, you are prompted to enter it. Press

Enter to and Zones” in this section.

4. If a country is required, you are prompted to select it. Press Enter to

accep tion.

5. If special services are available with the class you select, the played.

6. Even if you do not want any special services, press the En

confirm the class.

7. Press the T of mail, place it on the feed deck and press the Start key.

then the class that appears in the main screen will be the one you

on the power to your system, or if your system

. A list of available classes appears in the screen.

accept it. For more information, refer to “Selecting ZIP Codes

t. For more information, refer to Selecting a Country in this sec-

y are dis-

ter key to

ape key to print a postage tape. To apply postage to a piece

Selecting ZIP Codes and Zones

If your postal rate or special service requires a ZIP Code or Zone, you are prompted to enter it. The system prompts you for either the ZIP Code or

Zone (for details, see Setting Up the Scale/Rates: ZIP/Zone prompt section in Chapter 5 of this guide).

1. When you select a class, you may be prompted to enter the ZIP Code or Z

one:

• To access the Intra-BMC Package Services Parcel Post rates, enter

only th

• To access the Inter-BMC Package Services Parcel Post rates, enter

all 5 d

2. Press Enter.

e first 3 digits of the ZIP Code.

igits of the ZIP Code.

4-18 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Selecting a Country

Selecting a Smart Class™

If your class requires you to select another country:

1. A list of countries appears in the display. You can scroll through the countries:

• Using the up/down arrows;

• By typing in the first few letters of the country until you get a match;

• By typing in the numeric code for that country.

2. Select the country you want.

1. Press the Class key.

2. Press the right arrow key (ll Rate

3. You are prompted to "Select Rate". Select the name of the custom car-

rier you created, for example, Carrier 1.

4. You are prompted to "Select Class". Select the name of the Smart Class™ you created

5. The name of the Smart Class™ appears in the main display along with

first weight break class:

the

Class: Smart Class 1



1st Class Auto Letter 5 Digit

6. For more information on creating a Smart Class™, refer to Se the Optional Smart Class™ Feature in Chapter 5 in this guide.

, for example, Smart Class 1.

s).

tting up

SV61436 Rev. D 4-19

4 • Running Mail

Meter Stamp Options

 Date  Ad/Message  Inscription  Piece ID Number*  Print Position  Multiple Tapes  Custom Messaging

*International Use Only

Address Service Requested Return Service Requested Seasons Greetings United States Flag

Recycle Happy Thanksgiving Please Open Immediately Urgent

Selecting the Meter

amp

St Options

Meter Stamp Options: Date

The Meter Stamp Options selection allows you to change the elements printed on your

of mail or tape.

piece

You access the Meter Stamp options by

ssing the Menu key on the IntelliLink®

pre

Control Center and then selecting Meter Stamp Options.

The list of options that display depends on

model number of your mailing system.

the All of the possible options, shown in the menu on the right, are described in this section.

1. Press the Menu key.

2. Select Meter S

3. Select the Date op

bination of the following selections appears.

• Don’t Print Date

• Print only Month and Year

• Advance Date (see NOTE)

4. Make your selection and follow the prompts on the main screen. Press

Enter when

tamp Options.

tion. Depending on your previous selections, a com-

complete.

Meter Stamp Options: Advertisement

NOTE: If you select Advance Date and choose to store it in a preset, refer to

How to Store Advance Date in a Custom Preset in Chapter 5 in this guide.

You can have a variety of advertisements appear on your mail.

To add more advertisements, refer to Performing Up tures in Chapter 9 in t

1. Press the Men

2. Select Meter S

3. Select the Ad/Me

4. Use the down arrow key to scroll through the advertisements.

5. Press the screen key that is next to t advertisement then appears next to the meter stamp.

The advertisements provided with your system are shown here.

his guide.

u key.

tamp Options.

ssage option.

he advertisement you want. The

dates or Adding Fea-

4-20 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Presorted First Class Presorted Standard Non Profit Organization Standard Par Avion

Air Mail Printed Matter First Class Priority Mail Presorted

Meter Stamp Options: Inscription

You can have a variety of inscriptions appear on your piece of mail. For a

list of the inscriptions provided with your mailing system, refer to Chapter 11, Supplies and Options in this guide.

To add more inscriptions, refer to Performing in Chapter 9 in this guide.

1. Press the Men

2. Select Meter S

3. Select the Inscripti

4. Use the down arrow key to scroll through the inscriptions.

5. Press the screen key that is next to the inscription you want. The in

scription then appears next to the meter stamp.

The inscriptions provided with your system are shown here.

u key.

tamp Options.

on option.

Updates or Adding Features

Meter Stamp Options: Print Position

Meter Stamp Options: Multiple Tapes

Meter Stamp Options: Custom Messaging

This selection allows you to move the print position of the meter stamp away from the right edge of the envelope.

1. Press the Men

2. Select Meter S

3. Select the Print Position optio

4. Use the left and right arrow keys to switch between the possible positions (1 - 5 where 1 is the position closest to the

This provides an alternate method for printing multiple tapes.

1. Press the Men

2. Select Meter S

3. Select the Mul

4. Enter the number of tapes you want to print.

5. Press Enter.

This selection allows you to add a custom message adjacent to the meter

stamp. For more information about custom messaging, refer to Creating Custom Messages in Chapter 5.

1. Press the Men

2. Select Meter S

3. Select the custom message you want to print on the envelope.

4. Press Enter when

5. Press the left arrow key to return to the Main screen.

u key.

tamp Options.

right edge).

u key.

tamp Options.

tiple Tapes option.

u key.

tamp Options, then select Text Entries.

done.

SV61436 Rev. D 4-21

4 • Running Mail

Using

Electronic Confirmation Services

The United States Post Office (USPS) provides three types of confirmation services:

• Delive

the mail.

• Signat

• Certified Mail - provides

Each of these services has its own barcode labels. Using pr code labels provided by Pitney Bowes, submit records for the three types of USPS Confirmation Services to the Pitney Bowes Data Center.

ry Confirmation - shows you when the postal carrier delivered

ure Confirmation - shows you who signed for the mail.

you with proof that you mailed the item.

you can electronically process and

Overview Postage Calculation for Confirmation Services

As soon as you weigh your piece of ma your mailing system automatically calculates the postage.

NOTE: When using these services, you cannot type in the postage manually. You can however use manual weight entry.

Discounts for Confirmation Services

• When you use any of these services with your mailin the barcodes electronically over the phone line, you get a discount on the cost of the service.

• In some cases, like adding Electronic Delivery Confirmat letter, you only pay the postage required for Priority mail.

il and select the class and service,

eprinted bar-

g system and send

ion to a Priority

NOTE: Your discounts are valid only if you use the barcode labels provided by Pitney Bowes and send the records electronically.

Sending Your Records to Pitney Bowes

Your system stores up to 100 of your barcode records and automatically connect uled time you specified during set up, o maximum number of pieces of mail on the system.

NOTE: full-time LAN or dedicated analog phone line connection.

Tracking Information on the Internet

• After 24 hours you can track your mail on the int

• You can also track your mail by going to the Postal Service’s web site at

s to Pitney Bowes and uploads these records either at the sched-

r whenever you have processed the

In order to automatically upload your records, your system must have a

ernet using your Pitney

Bowes Postage By Phone® Meter Payment System account number

and the barcode number. Refer to the Contact Information List at the

front of this guide for more information.

.usps.com.

www

4-22 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Adding Services or Making Changes

• If you already have postage on the mail and then decide you want to add

a service, follow the instructions here for Adding Confirmation Ser-

vices After Printing Postage.

• If you need to add more postage to cover the confirmation services,

r to the section, Add Postage and/or Change the Date in this chap-

refe ter.

• If you realize you have put the wrong package, you can change it as long as you have not sent the records to

Pitney Bowes. Follow the instructions here for Editing, Deleting or Sending Confirmation Services Records.

barcode on a piece of mail or

Using Confirmation Services Before Printing Postage

USPS Confirmation Services are available when you are in the Attached

Scale mode, or Manual Weight Entry mode. Refer to “Selecting the Post- age Mode and Running the Mail” in this chapter for more information.

The following procedure is based on using a Pr Con service. Your procedure may vary slightly depending on your class

and service.

1. Place the piece of mail or package on the scale.

2. Press the Class key

3. Select the class, for example, Pr

4. Select the service, for example, E-Del Con. As soon

service, a check mark appears in front of it.

5. Press the Enter key

6. At this point, you are prompted to enter the 5-digit destination ZIP

Use the numeric keyboard to enter the code.

Code.

7. Press the Enter key and

8. If this is the first time you are entering a confirmation service, the screen have a barcode scanner, you can scan in the number. a. If you have used the confirmation service before, the next barcode

b. If you have used all of the labels in a series of barcode labels, make

9. If you are using a barcode scanner and h

automatically enter the barcode value (see Setting Auto-Enter in Chap- ter 5 in t

If you type in the barcode value, enter the last digit of the number from the value and the system returns to the main screen (“Attached Scale Mode” appears).

is blank and you need to enter the entire barcode value. If you

(in the series of barcode labels) appears, minus the last digit.

value

sure you the bottom label with the highest last 4-digits. If you have a barcode scanner, you can scan in the number.

label you will use. Then press the Enter key to accept the barcode

start with the top label with the lowest last 4-digits and not

his guide), go to step 10.

iority.

the “Barcode” screen appears.

iority class and the E-Del

as you select the

ave set up your system to

NOTE: Make sure the barcode on the label matches the barcode value you just entered in the system.

10. Press the T place it on the feeder and press the Start key.

11. You are prompted to apply the barcode label to the package. Apply the bar

code to the package.

SV61436 Rev. D 4-23

ape key to print a tape. To print postage on a piece of mail,

4 • Running Mail

12. Press the Enter key. The “Enter another package?” screen appears.

Follow the screen prompts to process more pieces of mail for confirmation services.

Adding Confirmation Services After Printing Postage

If you have already applied postage to a piece of mail and you now want to add a confirmation service to it, follow the procedure here.

This procedure is based on using a Priority class a

vice. Your procedure may vary slightly depending on your class and service.

1. Place the piece of mail or package on the scale.

2. Press the Men

3. Press the down arrow key and then select Confirmation

4. Select Add Rec

5. Select the class, for example Priority Mail. The “Se

appears.

6. Select the service, for example, E-Del Con. Press the

7. At this point, you are prompted to enter the 5-digit destination ZIP

Use the numeric keyboard to enter the code.

Code.

8. Press the Enter key and

• If this is the first time you are entering a confirmation service, the

screen you have a barcode scanner, you can scan in the number.

• If you have used the confirmation service before, the next barcode

value

• If you have used all of the labels in a series of barcode labels, make

sure you the bottom label with the highest last 4-digits. If you have a barcode scanner, you can scan in the number.

• If you are using a barcode scanner and have set up your system to

aut

omatically enter the barcode value (see Setting Auto-Enter in

Chapter 5 in this guide), go to step 9.

• If you type in the barcode value, enter the last digit of the number

from the have entered or accepted the displayed barcode value, you get a screen that summarizes the information you are sending.

u key.

ord. The “Select Class” screen appears.

the “Barcode” screen appears.

is blank and you need to enter the entire barcode value. If

(in the series of barcode labels) appears, minus the last digit.

start with the top label with the lowest last 4-digits and not

label you will use. Then press the Enter key. Once you

nd the E-Del Con ser-

Services.

lect Service” screen

Enter key.

NOTE: If you have selected a confirmation service that is not free, the postage amount appearing in the summary will be greater than the amount of postage you have already applied. If this is the case, you must add more postage after you have applied the barcode. Refer to the Add Postage section in this chapter.

9. Press the screen key for OK an

information. You are prompted to apply the barcode label to the package.

10. Press the Enter key

Follow the screen prompts to process more pieces of mail for confirmation services.

4-24 SV61436 Rev. D

. The “Enter another package?” screen appears.

d the system stores the confirmation

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Editing, Deleting or Sending Confirmation Services Records

Using Electronic Return Receipt (ERR)

This procedure tells you how to edit, delete or send confirmation services records once you have entered them into your system.

Your system can store up to 100 of your barcode records before sending the

m to Pitney Bowes.

1. Press the Men

2. Press the down arrow key and then select Confirmation

3. Select the appropriate option:

• To edit an existing record, select Ed

the ZIP Code or barcode entry. To modify the class or service, you need to delete the record and add it as a new record.

• To delete a record, select Mark record fo

delete a record once you have sent it to Pitney Bowes).

• To send all of the confirmation service records now, select Send

records.

4. As soon as the system sends all of your records, you can select to print

ceipt on a tape or an envelope, or you can skip printing a receipt

a re altogether.

ERR is the electronic version of the Return Receipt, and is a complimentary service to the E-Certified Mail service offered on the DM Series system. When the user selects E-Certified, and E-Return Receipt, they will be able to track their Certified Mail and Return Receipts over the Internet, including

both www.pb.com and www.usps.com.

u key.

Services.

it records. You can edit either

r deletion (you cannot

NOTE: These electronic services for Certified Mail and Return Receipt are fully

approved by the USPS.

Processing Certified Mail electronically through the DM Series system enables you to track delivery over the Internet. When this E-Certified Mail is processed with E-Return Receipt, the mailer receives a significant benefit by processing throu

• First, the E-Return Receipt is processed at a discount from the normal “Green Card

• Secondly, the Green Card is substitu ment that includes the delivery information and recipient signature. This eliminates the

• And most importantly, the electronic information is stored for 7 years, allowin

” for Return Receipt.

hard copy Green Cards that often get lost or misfiled.

g electronic access to the records at no additional charge.

gh the mailing system.

ted by an electronic PDF docu-

™

mailing

SV61436 Rev. D 4-25

4 • Running Mail

Confirmation Services

Delivery Confirmation: Enabled

Signature Confirmation: Enabled

E-Certified: Enabled

E-Return Receipt: Enabled

E-Ret Receipt w/Ref #: Enabled

Installation/Setup

IMPORTANT: Perform the following steps in the order given.

1. Verify that services are enabled:

a. Press Exist b. Press Confirmati

ing Features.

on Services.

c. Verify that the services are

bled. The list of services

ena that appears may look like the sample shown at the right.

2. If you have not already done so,

er the Customer Data Univer-

ent

sal Numberin

g System Number.

This number must be manually entered the first time on the Mailer ID/DUNS prompt screen after ERR is enabled.

NOTE: T sequence that identifies businesses by geographical location. The intent is to identify both the mailer and unique location of the mailer.

a. Press the Menu button b. Select Set Up, then Bas c. Select My Mailer ID/DUNS Numb

he Mailer ID/D-U-N-S® number is a unique nine-digit identification

ic Settings.

er.

d. Type in the Mailer ID/DUNS number.

e. Press Enter when

done.

f. Press the left arrow key to return to the Main screen.

3. Verify the barcode scanner is set up and functional. With the auto-enter fea

ture set to "ON" you can save some keystrokes as you step through

a Confirmation Services transaction.

4. Verify the printer is set up and functional.

4-26 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Setup Options

1. Press the Men

2. Select Confirma

3. Select the right arrow to go to Set Up CFM

u button.

tion Services.

Svcs. You are now in the

Cfm Svcs Setup Screen. Each option is explained below.

• Apply Label Pro

mpt - If this option is on, the system automatically

prompts the operator to apply the barcode label to each Confirmation Services mail piece.

• Upload

Records Prompt - When on, this option prompts the oper-

ator to upload records after each Confirmation Services piece of mail is

• Recei

run.

pt Prompt - When on, this option prompts the operator to

print receipts after uploading records.

• Post

al Manifest Prompt - When on, this option prompts the opera-

tor to print the manifest report after uploading records.

• DelCon Custo

mer Reference - If this option is on, and Delivery

Confirmation is selected, the system will prompt the operator to enter a customer reference number.

• SigCon Custo

mer Reference - If this option is on, and Signature

Confirmation is selected, the system will prompt the operator to enter a customer reference number.

• E-Certified Custo

mer Ref - If this option is on, and E-Certified is

selected, the system will prompt the operator to enter a customer reference number.

• BPOD for SigCon

- If this option is on, and Signature Confirmation

is selected, the system will include your D-U-N-S® Number for bulk signature retrieval.

• Records W

arning - This option allows the operator to enter the

number at which the system will warn that only a few more Confirmation Services mail pieces can be processed: 0 records remaining.

Processing Electronic Return Receipt

1. Weigh the envelope/package. Place the mail piece on the attached scale or pro

2. Select class: Select the class of mail, for example, First Cl

cess using the mailing machine in the WOW® mode.

ass or Prior-

ity Mail.

3. Select services:

a. Select E-Certified as th

e service for mail.

b. Select E-Ret Receipt. c. Press Enter.

4. Enter the destination ZIP Code: a. Scan or manually type the 5-d

b. Press Enter. (T

his step is not required if the system is set to auto-

igit destination ZIP Code.

enter.)

SV61436 Rev. D 4-27

4 • Running Mail

5. Enter the USPS tracking barcode number.

NOTES:

• You will not be prompted to enter the Customer Reference Number if scanned a combined barcode when entering the destination ZIP

you Code.

• If you use labels supplied by Pitney Bowes, be sure to use the correct

bel for the selected service, in this case E-Certified (dark green)

la labels. If the control panel display shows the next number in the barcode sequence, enter the last digit to ac number on your next label; or scan or manually type in the 22-digit barcode number from the label you’re using.

• If the control panel does not show the next number in the barcode

quence, it shows the next number in the barcode sequence MINUS

se the check digit (last digit). You must enter the check digit.

cept it as long as it matches the

6. Apply the barcode: a. Apply the 22-digit barcode label to your mail piece if it is not already

-printed on the mail piece.

pre

NOTE: 2 with “9171” in order to be tracked correctly per USPS guidelines.

b. Press Enter. (T

2-digit barcode labels for tracking E-Certified Mail must begin

his step is not required if the system is set to auto-

enter.)

7. Print postage:

•Press St

•Press T

art to print the postage on the envelope, or

ape to print a tape.

The control center returns to the Main screen.

8. For multiple mail pieces:

a. Press the ZIP ke

b. Type in the ZIP Code.

c. Press Enter.

d. Start processing the next mail piece.

9. Repeat steps 1-8 as necessary.

10. Transfer Files: a. Connect the control center to the Pitney Bowes Data Center. b. Upload your records no later than the end of every day. To do this,

ss Menu and select Confirmation Services.

pre

11. The display automatically prompts you to print receipts or reports after you upload re

cords, provided this feature is enabled in the customer

setting menu (the default for this option is enabled).

Use the Report

s key to select and print receipts and, optionally, a

report of all tracking information processed through the control panel.

4-28 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Using ERR



with a Customer Reference Number

The Pitney Bowes solution for Electronic Return Receipt (ERR) may include the option to use a Reference Number that can tie the USPS Tracking Number to an internal tracking number your organization assigns to a

t or matter. By using this Reference Number, you’ll be able to look up

clien tracking numbers on the Internet, and relate that piece of mail to a specific client.

Pitney Bowes provides a Reference Label Applicat

ion to support you with processing mail using the Reference Number. This includes the ability to print a barcode label (in the standard 3 of 9 format) that can be applied to the mail piece for customer reference tracking for Electronic Return Receipt. The label includes the 5-digit destination ZIP Code required by the USPS, which eliminates the steps required to enter this information manually into the DM Series™ mailing system. The Ref

erence Number can be

up to 14 alphanumeric characters in length.

This information can be easily scanned into the mailing machine during mail

processing, saving valuable time in entering the data manually. Also,

you can access delivery information from www.pb.com at “MyAccount.”

Using this site, you can search records using your unique customer reference number or the USPS tracking number from the Green Label.

Processing ERR with a Customer Reference Number

1. Weigh the envelope/package. Place the mail piece on the attached

scale or pro

cess using the mailing machine in the WOW® mode.

2. Select class: Select the class of mail, for example, First Class or Pri-

ority Mail.

3. Select services:

a. Select E-Certified as th

e service for mail.

b. Select E-Ret Receipt. c. Press Enter.

4. Enter the destination ZIP Code:

a. Scan or manually type the 5-d

b. Press Enter. (T

his step is not required if the system is set to auto-

igit destination ZIP Code.

enter.)

5. Enter the USPS tracking barcode number.

NOTES:

• You will not be prompted to enter the Customer Reference Number if r barcode includes the reference number.

you

• If you use labels supplied by Pitney Bowes, be sure to use the correct

bel for the selected service, in this case E-Certified (dark green)

• If the control panel does not show the next number in the barcode

quence, it shows the next number in the barcode sequence MINUS

se the check digit (last digit). You must enter the check digit.

cept it as long as it matches the

6. Apply the barcode: a. Apply the 22-digit barcode label to your mail piece if it is not already

pre

-printed on the mail piece.

NOTE: 2 with “9171” in order to be tracked correctly per USPS guidelines.

SV61436 Rev. D 4-29

2-digit barcode labels for tracking E-Certified Mail must begin

4 • Running Mail

b. Press Enter. (This step is not required if the system is set to auto-

enter.

7. Enter the customer reference number. a. Scan or manually type your own unique ref

mail piece. This can be a Client Number, Summons Number, Policy or Claim Number, or Invoice Number. You will not be prompted for this number if you scanned a combined barcode that includes the customer reference number and destination ZIP Code.

b. Press Enter.

8. Print postage:

•Press St

•Press T

The control center returns to the Main screen.

9. For multiple mail pieces:

a. Press the ZIP ke

b. Type in the ZIP Code.

c. Press Enter.

d. Start processing the next mail piece.

10. Repeat steps 1-9 as necessary.

11. Transfer Files: a. Connect the control center to the Pitney Bowes Data Center. b. Upload your records no later than the end of every day. To do this,

pre

12. The display automatically prompts you to print receipts or reports after you upload re setting menu (the default for this option is enabled).

Use the Report

report of all tracking information processed through the control panel.

art to print the postage on the envelope, or

ape to print a tape.

ss Menu and select Confirmation Services.

cords, provided this feature is enabled in the customer

s key to select and print receipts and, optionally, a

erence number for this

Off-Line Electronic Return Receipt (ERR)

Off-line ERR allows you to process Certified Mail™ with Electronic Return Receipt using applications other than Pitnew Bowes’ electronic Certified Mail solution.

If you already have a Certified Mail solution, or acquire one outside of  Pitney Bowes, you can use the Off-line ERR feature to process your Certified Mail and Electronic Return Receipt without entering or scanning the tracking nu ERR will be applied to the mailpiece automatically. You then refer to your service provider’s application to track the mail and obtain the electronic return receipt.

Follow the steps below to select the Off-line ERR feature:

1. On the main screen, select Class. The Se

2. Select 1stCl Letter.

3. Select Letter.

4. Select Certifie

5. Select Offline eRR.

6. Press Enter. T

mber into the meter. The appropriate fees for Certified Mail and

lect Class menu opens.

he system returns to the main screen.

4-30 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

00 07

00 30

Adding Postage or Changing

e Date

If you do not have the correct postage or date on a piece of mail, you can add more postage or change the date directly on a piece of mail. If you prefer, you can print the corrections on at a tape instead and then apply it to

piece of mail.

the

To add more postage:

1. If you are printing more postage on an envelope and if the envelope is sealed

, press the seal key and select Sealer Off. If you are printing on

a tape, go to step 3.

2. Turn the piece of mail around 180 degrees so that the meter stamp is in the

lower left corner as shown here. Then, place the envelope on the

feed deck with the flap facing down.

00 30

3. To add more postage, press the Mode ke

4. Enter the additional amount using the numeric keys and press En Press the St

art key.If you are printing a tape, press the Tape key.

y and select Key In Postage.

ter.

5. The additional postage prints on the envelope as shown here.

6. If you print a tape, apply the tape to the envelope below the existing meter st

amp.

SV61436 Rev. D 4-31

4 • Running Mail

To change the date:

1. If you are printing the date correction on an envelope and if the enve-

lope is sealed, press the Seal key

and select Sealer Off. If you are print-

ing on a tape, go to step 3.

2. Turn the piece of mail around 180 degrees so that the meter stamp is in the

lower left corner as shown here. Then, place the envelope on the

feed deck with the flap facing down.

00 37

00 30

Clearing the Batch Count

3. Press the Mode

key and select Key In Postage.

4. Enter the 00.00 for the postage value using the numeric keys and press

Enter

5. Press the Men

6. Select the Date op

7. Follow the prompts on the main screen. Press Enter wh

8. Press the St If you are printing a tape, press the T

u key and then select Meter Stamp Options.

tion and make the appropriate selection.

en complete.

art key. 

ape key.

9. The date correction prints on the envelope as shown here:

00 00

JULY 03,2002

00 37

10. If you print a tape, apply the tape to the envelope below the existing meter st

amp.

If you keep track of the number of pieces of mail you process for each job or mail run, you may want to clear the batch count at the end of a run or just before starting a new run. The batch count appears on the display in the lower right corner.

To clear the batch count:

1. Press the Funds key

2. The “View Funds” screen appears.

3. Press the right arrow key to clear the batch count.

4. If you have specified that a supervisor password must be entered to clear th

5. Enter the password and press the Enter ke

e batch count, you are prompted to enter the password now.

4-32 SV61436 Rev. D

5 • Mailing System Setup

Contents

Navigating Hints...................................................................................5-2

Overview of Mailing System Set Up.....................................................5-3

Setting the Display Language..............................................................5-4

Adjusting Display Contrast...................................................................5-4

Setting the Date and Time of Day........................................................5-5

Setting Up a Supervisor Password ......................................................5-6

Setting Up a Lock Code.......................................................................5-6

Setting Up the Scale and Selecting Rates...........................................5-7

Setting Up Postage By Phone® Meter Payment System...................5-16

Configuring High/Low Funds Warning................................................5-19

Configuring Low Ink Warning.............................................................5-19

Configuring System Timeouts............................................................5-20

Defining Presets.................................................................................5-22

Creating Custom Messages...............................................................5-27

Taking the Meter Out of Service.........................................................5-30

Adding an Optional Printer.................................................................5-30

Configuring the Optional Barcode Scanner........................................5-31

SV61436 Rev. D

5 • Mailing System Setup

Screen Options

Arrow Keys and Help Information

Select Mode

 1. Meter Stamp Options

 2. Set Up

 3. Zero Scale

 4. Maintenance

 5. Turn Features On



Home

More Options



Navigating Hints

• The maximum number of options displayed is 5. To view more options, press the down arrow key.

• You can select a numbered option either by pressing the screen key next to

board and then pressing the Enter key

the option, or by pressing the corresponding number on the key-

• To go back one screen or more, clear an entry, or return to the “Ready” screen

, press the Clear key. Pressing the left arrow key returns you to

the main screen.

• Other selection or navigation or help information appears at the bottom

he screen. Also, check for messages next to the arrow keys on the

of t bottom right side of the screen.

5-2 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

234

678

Overview of Mailing System Set Up

Follow the other procedures listed here as needed. For details on each procedure, refer to the section number listed here.

Set the Display Language.

Adjusting the Display Contrast and Volume Control.

Setting the Date and Time of Day.

Setting up a Supervisor Password.

Setting up a Lock Code.

Setting up the Scale and Selecting Rates.

Setting up Postage By Phone®.

Configuring High and Low Funds Warnings.

Configuring Low Ink Warnings.

Configuring System Timeouts.

Defining Presets.

Creating Custom Messages.

Taking the Meter Out of Service.

Setting up the Optional Printer.

Configuring the Optional Barcode Scanner.

SV61436 Rev. D 5-3

5 • Mailing System Setup

Setting the Display

nguage

Adjusting Display Contrast

Depending on the model of your mailing system, you may be able to set the display to any of the following languages:

• English

• Espanol

•Francais

To change the language of the display:

1. Press the Men

2. Select Set Up, or press 1 and

3. Select Chan

4. Select the language you want to appear in the display.

•Press 1 f

•Press 2 f

•Press 3 f

5. Press the Enter key

You can adjust the contrast of your display and set the volume (1D00 only) of the speaker on your mailing system.

To adjust the contrast level of your display:

1. Press the Men

2. Press the down arrow key and then select Adjust Displa press ? and the Enter key

3. Use the left or right arrow keys on the control center to select the contrast (1 - 9) you want. The screen updates to the new setting.

4. Press the Enter key to save

u key.

the Enter key.

ge Language, or press 4 and the Enter key.

or English. or Espanol. or Francais.

u Key.

y Contrast, or

this setting.

5-4 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Setting the Date and

me of Day

If your mail is picked up at a certain time each day, you can set your system to advance the date at the mail pickup time.

NOTE: The date on the meter stamp should correspond to the date when your mail goes to the post office.

If you enter an invalid time or date, the system beeps and the screen displays the message: “Invalid Time”.

To adjust the time and enter date advance:

1. Press the Men

2. Select Set

3. Press the down arrow and select Ti

4. Select the option you want to set:

• Current T

the right arrow key to toggle between AM and PM. You do not need

to enter the colon (:) between hours and minutes. Press Enter to

accept the time. To return to the main screen, press the left arrow key.

• Date will Adva

when you want the date to advance. As soon as your system reaches the time you set, it automatically advances the date 24 hours and prints that date on your postage. 

u key.

Up.

me of Day.

ime - if you select this option, enter the actual time. Use

nce After - if you select this option, enter the time

EXAMPLE: If your mail goes to the Post Office at 3:00 PM each day,

then set the date advance to "3:00 PM". Any mail processed after 3:00 PM will have the date for the following day printed on it. This ensures that the date printed on the mail piece corresponds with the date it is brought to the Post Office.

Press En

the left arrow key.

• Daylig

the Daylight Saving mode on or off. Select Turn off, or Turn on. To

exit the Daylight Saving mode, press the left arrow key.

NOTE:

ter to accept the time. To return to the main screen, press

ht Saving - if you select this option, you will be able to turn

Turn Daylight Savings Time on in the Spring and off in the Fall.

SV61436 Rev. D 5-5

5 • Mailing System Setup

Setting Up a Supervisor Password

Creating a Supervisor Password

You can limit access to the following operations by creating a supervisor password.

• Adding Postage (Refill)

• Clearing Batch Information (the number of pieces of mail your system pro

cesses)

• Setting up Scale/Rates

• Accounting Set Up

Whenever you perform any of these operations, the system prompts you for the

1. Press the Menu key.

2. Select Set Up,

3. Select Supe

4. Select Edit (or Add

password.

then select Basic Settings.

rvisor Set Up. Enter the current password if prompted.

) Supervisor Password to create or change an

existing password. The system prompts you to enter the password and then confirm it.

NOTE: Passwords are case-sensitive and must be at least 4 characters or digits long.

Password Protecting an Operation

Setting Up a Lock Code

1. Press the Menu key.

2. Select Set Up,

3. Press the down arrow and select Supervis

4. Select the option that corresponds to the operation you want to password protect. The options are:

a. Refill - select th b. Clear Batch - select

the batch count information from the system. The batch count corresponds to the number of pieces of mail pro

c. Scale

can modify any of the Scale/Rates features.

d. Accou

ing and setup.

Use the Lock Code option to enter a four- digit password to prevent unauthorized use of your postage meter.

1. Press the Men

2. Select Set Up,

3. Select Lo a. Loc b. Change

If this is the first time you are setting up to the Lock Code selection.

4. Select Loc

tem prompts you to confirm it. As soon a appears next to the Lock Code selection.

5. Press the Clear key or th

6. To activate the system lock, press the Loc

Control Center.

k Code - On/Off

then select Basic Settings.

or Set Up.

is to require a password for adding postage.

this to require a password before you can clear

cessed by the system.

/Rates Set Up - select this to require a password before you

nting Set Up - select this to password protect account edit-

u key. then select Basic Settings.

ck Code and two options are displayed:

Lock Code

a lock code, “Off” appears next

k Code and enter a four digit code. Press Enter and the sys-

s you confirm the code, “On”

e left arrow to exit and set the lock code.

k button on the IntelliLink®

5-6 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Scale/Rates Set Up

 Attached Scale  WOW® Weight Limit  WOW® Start Key  Autoscale  Diff Weigh Trip Wt  Carrier/Class Disp  Class if new Piece  Dest. if new Piece  Dest. if new Class  Autoclear Dest Value  ZIP/Zone Prompt  BMC Intra ZIP  Add ZIPs to Zone 0  Discount Code  Cfm Svc  Smart Classes  Auto Rate Large Env

Setting Up the Scale and Selecting Rates

You can use this section to set up how your scale works with your system.

For example, the Att

allows you to set your scale to accommodate for environments subject to vibrations.

The Class if n Piece and Dest. if new Class options allow

you to specify if you want to clear or retain the class or destination (ZIP Code or Zone) whenever you put a new piece of mail on the scale.

The list of options that displays depends on the

model number of your mailing system. All of the options are listed in the menu on the right.

1. To access the scale/rates options,

pre

ss the Menu key on the 

IntelliLink® Control Center and select

Set Up

down arrow key and select 

Scale/Rates.

2. If you have set up a supervisor pass-

word for Scale/Rates, you are prompted to enter the password.

from the main screen. Press the

ached Scale option

ew Piece, Dest. if new

Scale/Rates:

Attached Scale

SV61436 Rev. D 5-7

This option appears only if you have an integrated scale or an attached external scale connected to your mailing system.

Use this option to select how much time your syste settle (Normal or Adjust for Motion).

Select Adjust for motion if your mailing system is in an environment subject to

vibrations, such as near air-conditioning vents or closing doors. If you

select this, the scale will require more time to settle.

NOTE: If this is the first time you are using an attached scale, you may be prompted to enter a location code. Refer to the documentation that arrived with the scale, or contact the Pitney Bowes Help Desk. Refer to the Pitney Bowes

Contact Information List

1. Press the Menu key on the contro

down arrow key and select Scale/Rates.

2. Select Att

3. Press the screen key for the Attached Scale sele

toggle between Normal and Adjust for Motion.

4. Press the Enter key to a

ached Scale. The “Vibration Setting” screen displays.

at the front of this guide for the phone number.

l center and select Set Up. Press the

ccept.

m allows the scale to

ction in this screen to

5 • Mailing System Setup

Scale/Rates:



WOW® Weight Limit

Scale/Rates:



WOW® Start Key

You can set the WOW® weight limit to prevent the system from printing postage on pieces of mail that exceed a set weight.

1. Press the Menu key on the contro

down arrow key and select Scale/Rates.

2. Select WOW W

3. Enter the weight in lbs., and/or press the right arrow key and enter the

ht in oz. The weight cannot be great than 1 lb. 0 oz (or 0 lb. 16 oz).

weig

NOTE: Select Return to Maximum If you want to reset to the default

settings for the WOW weight limit.

4. Press the Enter to set the

While in WOW® mode, placing mail on the scale and manually typing a postage amount will change the postage mode. Select what should happen when the Start key is pressed.

• Select Rever

• Select Use

postage mode.

1. Press the Menu key on the contro

down arrow key and select Scale/Rates.

2. Select WOW S

3. Select the appropriate option.

4. Press Clear or

eight Limit.

weight limit.

t to WOW to process the piece of mail in WOW® mode.

Current Mode to process the piece of mail in the current

tart Key.

press the left arrow key to exit.

l center and select Set Up. Press the

Scale/Rates: Autoscale

You can set AutoScale to On or Off.

Select On to

the scale it will automatically weigh and rate the mail piece.

Select Off to d

tem has an attached scale, you need to select the Attached Scale mode

running mail if you want your system to weigh the mail and calculate

when

postage. Refer to “Selecting the Postage Mode and Running the Mail” in Chapter 4 of

1. Press the Menu key on the contro

down arrow key and select Scale/Rates.

2. Press the screen key for the AutoScale select

and Off.

3. Press Clear or

enable the AutoScale feature. When a mail piece is placed on

isable this feature. If you disable this feature and your sys-

this guide.

l center and select Set Up. Press the

ion to toggle between On

press the left arrow to exit.

5-8 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Scale/Rates: Diff Weigh Trip Weight

Scale/Rates:



Carrier/Class Display

Use this option to set the minimum weight that a piece of mail must weigh in order to use the differential weighing mode to print postage on a tape or on a piece of mail. For more information on differential weighing, refer to

“Selecting the Postage Mode and Running the Mail” in Chap

guide.

When your system is shipped, the trip weight is se grams). It is best to set the trip weight as high as possible to match the lowest weight that you will use. For exa insert typically weighs 0.4 ounces. In this case, you would set the trip weight to 0.4 ounces. This will improve the efficiency of your system, especially in the AutoTape mode.

1. Press the Menu key on the contro

down arrow key and select Scale/Rates.

2. Select the Diff W

enter the trip weight.

3. Press the Enter key to set the

Use this option to control how the carrier and class are displayed on the Main screen.

1. Press the Menu key on the contro

down arrow key and select Scale/Rates.

2. Select Carrier/Class

• Select Clas

screen.

• Select Concatenate Carrier and Class if you want class to display on the main screen. I

eigh Trip Wt option and use the numeric keypad to

Disp.

s Only if you only want the class to display on the Main

mple, a #10 envelope with a single

l center and select Set Up. Press the

weight.

l center and select Set Up. Press the

t to 0.5 ounces (10

ter 4 of this

the carrier and

Scale/Rates: Class if New Piece

NOTE: If you select this option the carrier and class name will be

concatenated, or broken out onto multiple lines.

Use this option to set the system to clear the class for each piece of mail weighed or to keep the last class used.

1. Press the Menu key on the contro down arrow key and select Scale/Rates.

2. Select Clas

• To clear the class information select Clear; set

• To retain the class information select Ret

3. The system returns to the Scale/Rates Set Up menu.

s if new Piece.

l center and select Set Up. Press the

class to none.

ain; use previous class.

SV61436 Rev. D 5-9

5 • Mailing System Setup

Scale/Rates: Destination if New Piece

Scale/Rates:

Destination if New Class

Use this option to set the system to clear the destination ZIP or Zone code for each piece of mail weighed, or to keep the last class used.

Press the Men down arrow key and select Scale/Rates.

1. Select Des

• To clear the destination select Clear; se

• To retain the destination select Ret

2. The system returns to the Scale/Rates Set Up menu.

Use this option to set the system to clear the destination ZIP or Zone code each time you change the class of mail, or to keep the last destination ZIP or Zone code used.

1. Press the Menu key on the contro down arrow key and select Scale/Rates.

2. Select Des

• To clear the destination select Clear; se

• To retain the destination select Ret

3. The system returns to the Scale/Rates Set Up menu.

u key on the control center and select Set Up. Press the

t. if new Piece.

t class to none.

ain; use class destination.

l center and select Set Up. Press the

t. if new Class.

t destination to none.

ain; use previous destination.

Scale/Rates:



Autoclear Destination Value

Scale/Rates:



ZIP/Zone Prompt

Use this option to set the system to automatically clear the destination value, so that the destination value is blank each time you are prompted to enter a destination or to automatically retain the destination value.

1. Press the Menu key on the contro down arrow key and select Scale/Rates.

2. Select Autoc

• To clear the destination select Y

• To retain the destination select No:

3. The system returns to the Scale/Rates Set Up menu.

This feature may be offered as a standard or optional feature and is not available on all Pitney Bowes solutions. Please contact your local account representative to determine if this option is accessible on your system.

If the class and weight of your mail requires you to provide a destination ZIP or

Zone code, select this option to enter a ZIP or Zone code.

1. Press the Menu key on the contro down arrow key and select Scale/Rates.

2. Select ZI

3. If you prefer to enter ZIP codes all the

select ZIP Code.

If you prefer to enter Zones all the time when you are running mail,

select Zone.

4. If you use both ZIP and Zones when running mail, select Prompt.

lear Dest. Value.

P/Zone Prompt.

l center and select Set Up. Press the

es: Clear Destination Value.

Retain Last Destination.

l center and select Set Up. Press the

time when you are running mail,

5-10 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Scale/Rates:

BMC Intra ZIP

Scale/Rates: Add ZIPs to



Zone 0

Use this option to edit a group of predefined zip code ranges, or create a new group of ZIP Codes, within a Bulk Mailing Center (BMC).

1. Press the Menu key on the contro down arrow key and select Scale/Rates.

2. Select BMC

3. To create a new group, select Create

beginning and ending ZIP Code. You only need to enter the first three digits of the beginning and ending ZIP Code.

4. To edit an existing group press the corresponding screen key for that

up. You are prompted to enter a new beginning and ending ZIP

gro Code. You only need to enter the first three digits of the beginning and ending ZIP Code.



Use this option to take advantage of local zone rates for one or more ZIP codes. When zone 0 rate, delete all ZIP Codes from the zone 0 rate, or edit an existing ZIP Code in the zone 0 rate.

1. Press the Menu key on the contro down arrow key and select Scale/Rates.

2. Select Add Z

3. Select the option you want.

4. To add a new ZIP or edit an existing one, use the numeric keys to enter all 5 d

5. Press Enter when

Intra ZIP.

you select this option, you can add a new ZIP Code to the

IPs to Zone 0.

igits of the new or edited ZIP Code.

complete.

l center and select Set Up. Press the

new group and enter the new

l center and select Set Up. Press the

Scale/Rates:

Discount Code

This is for international use. Use this option to charges to a different carriers and classes.

1. Press the Menu key on the contro down arrow key and select Scale/Rates.

2. Select Disc

3. Select Create new

displayed carrier names to edit an existing discount code.

4. Define or edit the carrier, class, sub and subsubclass, and whether you are

applying a discount or surcharge at a percentage or flat rate.

5. Follow the system prompts.

ount Code.

to create a new discount code or select one of the

l center and select Set Up. Press the

apply discounts and/or sur-

SV61436 Rev. D 5-11

5 • Mailing System Setup

Scale/Rates:

Confirm Svc Barcode Prompt

Scale/Rates: Smart Classes

When using USPS Confirmation Services, you can turn this option on

have the system display the following prompt when it is time to apply a bar-

code: “App

1. Press the Menu key on the contro

ly barcode label to package”

l center and select Set Up. Press the

down arrow key and select Scale/Rates.

2. Select Confirm

3. Press Clear or

Svc Barcode Prompt to toggle between on and off.

the left arrow to exit.

The Smart Class™ capability of the DM Series™ mailing system software has been enhanced to provide fully automatic printing of postal inscriptions or postal endorsements. With the Smart Class™ feature, you are able to set the WOW® (Weigh-On-The-Way®) in an automatic mode to allow changes in Class based on the weight of the mail-piece. (Example: Automatically switch between Presort Classes depending on the weight of mailpieces.) Now

, the system can also automatically switch between Postal Inscriptions (i.e. PRESORT) or Postal Endorsement (i.e. MEDIA MAIL, ADDRESS SERVICE REQUESTED) that you choose for each weight break.

Two steps are required to use this feature. First, you must select an advertisement and/or inscription while setting

up the Smart Class™ template.

Second, you must turn “on” the printing capability of printing Auto Inscrip-

tions. See Setting Up a Smart Class™ wit

h an Auto Inscription in this sec-

tion for more information.

Creating a Smart Class™ with an Auto Inscription

The following example shows how to set 3 different weight breaks. The weig

ht breaks will use the following three classes.

For weight break: Use Class:

0.0 oz to 3.0 oz 1st Class Automation Letter 5 Digit

3.0 oz to 13.0 oz 1st Class Non-Automation Presort

13.0 oz to 1.0 lb Priority

1. Press the Men

2. Select Set Up,

u key. then press the down arrow and select Scales/Rates.

3. Press the down arrow (depending on your system you may have to

ss it twice) and select Smart Classes.

pre

4. Select Create.

5. Select the appropriate Carrier, in this example, USPS Domestic.

a. You are prompted to enter the maximum weight for this weight

bre

ak:

Enter the max weight weight break

0 lb 0.0 oz to __lb __oz

5-12 SV61436 Rev. D

for this

DM500™ and DM550™ Series Digital Mailing System Operating Guide

b. To set the first weight break, use the numeric keys and enter 0 for

lb. Press the Enter key. Enter 3 for oz and press the Enter key. c. Select the appropriate class, in this example, 1st Clas d. Select the appropriate subclass. In this example, select Letter

select 5-Digit. e. The Fees screen appears. Press Enter.

f. The Select Auto Ad/Inscriptions screen appears:

• To add an ad, select Ad

s/Messages. Scroll through the list and

select the appropriate option.

• To add an inscription, select Insc

riptions. Scroll through the list

and select the appropriate option.

•Press Enter when

done. The display shows the first weight

break for this Smart Class™:

Weight Class/+Fees

0 lb 0.0 oz — 0 lb 3.0 oz 1stAuto...r 5 Dig

s Auto.

, then

6. To set the next weight break point, select Add Anoth

er Class.

a. You are prompted to enter the maximum weight for this weight

bre

ak:

Enter the max weight for

0 lb 3.0 oz to __lb __oz

b. For the second weight break, enter 0 for lb. Press the c. Enter 13 for oz and press the Enter key

this weight break

Enter key.

. Select the appropriate

class, in this example, 1st Cls Presort. d. The Fees screen appears. Press Enter.

e. The Select Auto Ad/Inscriptions screen appears:

• To add an ad, select Ad

s/Messages. Scroll through the list and

select the appropriate option.

• To add an inscription, select Insc

riptions. Scroll through the list

and select the appropriate option.

•Press Enter when

done. The display shows the first weight

break for this Smart Class™.

Weight Class/+Fees

0 lb 0.0 oz — 0 lb 3.0 oz 1stAuto...r 5 Dig

0 lb 3.0 oz — 0 lb 13.0 oz 1st Cls Presort

7. To set the next weight break point, select Add Anoth

er Class.

a. You are prompted to enter the maximum weight for this weight

bre

ak:

Enter the max weight for

0 lb 13.0 oz to __lb __oz

b. For the third weight break, enter 1 for lb. Press the Enter ke c. Enter 0 for oz and press the En d. Select the appropriate class, in this example Prio

this weight break

ter key.

rity Mail. The

Fees screen appears. Press Enter.

SV61436 Rev. D 5-13

5 • Mailing System Setup

e. The Select Auto Ad/Inscriptions screen appears:

• To add an ad, select Ad

s/Messages. Scroll through the list and

select the appropriate option.

• To add an inscription, select Insc

riptions. Scroll through the list

and select the appropriate option.

•Press Enter when

done. The display shows the first weight break for this Smart Class™. Since we did not create a fourth weight break it is listed as None.

Weight Class/+Fees

0 lb 0.0 oz — 0 lb 3.0 oz 1stAuto...r 5 Dig

0 lb 3.0 oz — 0 lb 13.0 oz 1st Cls Presort

0 lb 13.0 oz — 1 lb 0.0 oz Priority Mail

0 lb 0.0 oz — 0 lb 0.0 oz None

8. Press the Enter key aga

in and "Select Custom Carrier" appears in the display. You are presented with a list of available custom carriers for grouping your Smart Classes.

9. Select one that is listed as "Available". You can have up to a maximum custom carriers.

of 4

10. Next, you are prompted to enter a "Carrier Name". Enter a name (up to

15 letters and/or nu

mbers) for your Smart Class grouping, for example,

Carrier 1. Press the Enter key.

11. You are now prompted to enter the "Smart Class™ Name". This will be

class name for the Smart Class™ you have created. Enter the

the

name (up to 15 letters and/or numbers), for example, Smart Class 1, and press the Enter key.

12. To exit, press the left arrow key. The main display appears. You can

now b

egin to use this Smart Class™.

To use a Smart Class™, refer to “Selecting a Smart Class™” in Chap

ter 4

of the operator guide for your mailing system.

Setting Up a Smart Class™ with an Auto Inscription

1. Press the Men

2. Select Set Up and pre

3. Select Auto Ad/I

u key.

ss the down arrow key.

nscription Setup to toggle printing:

• "On" means the ad and/or inscription will print when a Smart Class™ is used.

• "Off" means the ad and/or inscription

will not print when a Smart

Class™ is used.

4. Follow the prompts to save your changes.

5-14 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Modifying a Smart Class™ with an Auto Inscription

Scale/Rates: Auto Rate Large Envelope

1. Press the Men

2. Select Set Up,

3. Press the down arrow (depending on your system you may have to

ss it twice) and select Smart Classes.

pre

4. Select Vi

5. Select the Smart Class™ you wish to edit.

6. Select V

7. Select Modify Auto

8. The Select Auto Ad/Inscriptions screen appears:

• To add an ad, select Ads/

• To add an inscription, select Inscriptio

9. Press Enter when

Use this option to automatically post large envelopes using the Flat category when using Shape Based Rating.

1. Press the Men

2. Select Set Up,

3. Press the down arrow (depending on your system you may have to pre

• If you want to post large envelopes using the Flat category, select

• If you do not want to post large envelopes using the Flat cateogry,

4. The system returns to the Scale/Rates Set Up menu.

iew Detail.

screens and select the appropriate option.

ss it twice) and select Auto Rate Large Env.

es, Post as Flat.

select No, Display

u key. then press the down arrow and select Scales/Rates.

ew.

Ad/Inscription.

Messages. Scroll through the menu

ns. Scroll through the menu

done.

u key. then press the down arrow and select Scales/Rates.

Error.

SV61436 Rev. D 5-15

5 • Mailing System Setup

Phone/Network Set Up

 PBP Account #  Dialing Prefix  PB Phone #  Secondary PB #  My Phone #  Modem Type  LAN Firewall Settings  Network Settings  Remote PC Refill

Setting Up Postage By Phone® Meter Payment System

Phone/Network Set Up: PBP Account #

This section describes how to set up Postage By Phone® Meter Payment System on your mailing system. advanced phone setup instructions for modifying individual phone connection parameters (user ID and password and server IP address).

To access the Postage By Phone® System setup o

IntelliLink® Control Center, select Set Up

from the main screen, and then select

Phone/Network Set Up.

All of the possible options are listed on the menu at

Your Pitney Bowes representative uses this to set up your Postage By Phone

tem. Your account number is supplied by Pitney Bowes when you order your syste

Do not change this unless you are directed to do so by Pitney Bowes.

ptions, press the Menu key on the

the right.

Meter Payment System account when installing your mailing sys-

It also includes

Phone/Network Set Up: Dialing Prefix

Phone/Network Set Up: PB Phone #

5-16 SV61436 Rev. D

If you need to dial a number in order to reach an outside line, use this option to enter that prefix number.

1. Press the Me screen, then select Phone/Network Set Up.

2. Select Dial

3. Use the numeric keypad to enter the number you need to dial to reach an

outside line, for example, 9.

To enter a symbol hold down the Symbol key and

press the key for the symbol (for example, the # or * keys).

4. Press the Enter key

Use this option to enter the Pitney Bowes phone number that you use to add postage to your postage meter.

1. Press the Me screen, then select Phone/Network Set Up.

2. Select PB Phone #.

resentative.

3. Use the numeric keypad to enter the phone number you need to dial to connect to Pitney

Phone Number to change back to the number present when the sys-

tem was delivered.

4. Press the Enter key

nu key on the control center. Select Set Up from the main

ing Prefix.

at the same time

nu key on the control center. Select Set Up from the main

This number is supplied by your Pitney Bowes rep-

Bowes to add postage, or select Reset to Factory

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Phone/Network Set Up: Secondary PB #

Phone/Network Set Up: My Phone #

Use this option to enter a secondary or alternative Pitney Bowes phone

mber to dial if the first or primary number is busy.

1. Press the Me screen, then select Phone/Network Set Up.

2. Select Sec

Bowes representative.

3. Use the numeric keypad to enter the phone number you need to dial to per

form add postage.

4. Press the Enter key

Use this option to enter your local phone number (the number to which your mailing system is connected).

1. Press the Me screen, then select Phone/Network Set Up.

2. Select My Phone

3. Use the numeric keypad to enter your local phone number. Be sure and

clude the area code with your number. Also, use only digits and do

in not include spaces or dashes.

4. Press the Enter key

nu key on the control center. Select Set Up from the main

ondary PB #. This number is supplied by your Pitney

nu key on the control center. Select Set Up from the main

Phone/Network Set Up: Modem Type

Use this option to select the modem type: USB, Serial, or Internal.

1. Press the Me screen, then select Phone/Network Set Up.

2. Select Modem T

3. Select the appropriate modem type (USB, Serial, or Internal). The

e/Network Set Up screen reappears.

Phon

4. In order for this change to take effect you must rest the On/Off switch located on the base of your machine to restart your

system (see Mailing System Exterior section in Chapter 2 of this guide

for the location of the On/Off switch).

nu key on the control center. Select Set Up from the main

ype and the "Select Modem Type" screen appears.

art your system. Use

SV61436 Rev. D 5-17

5 • Mailing System Setup

Phone/Network Set Up: Use LAN Firewall Settings

Phone/Network Set Up: Network Settings

This option allows you to modify individual LAN firewall settings.

1. Press the Me screen, then select Phone/Network Set Up.

2. Select LAN Firewall Setti

appears and displays the following options:

•Ping

•Trust

• Default Settings

3. Select Ping to togg

4. Select T

and displays the following options:

•Trust All

• Trust None

• Trust Hosts Only Select the appropriate option.

5. Select Default Settings to

the system.

This option allows you to modify individual phone connection parameters.

nu key on the control center. Select Set Up from the main

ngs. The "LAN Firewall Settings" screen

le between Enable/Disable.

rust. The “LAN Firewall Trusted Host Settings” screen appears.

revert to the default LAN firewall settings for

CAUTION:

when trying to contact Pitney Bowes. Contact your Pitney Bowes representative or call the Help Desk if you are not sure. Refer to

the Pitney Bowes Contact Information List at the front of this

guide for the phone number.

Changing these parameters may result in errors

1. Press the Me screen, then select Phone/Network Set Up.

2. Select Network Settings. The "Net

displays the following options:

• Distributor Parameters

• Mailing System Network Settings

3. If you select Distr

connection parameters:

• Global Account & User Id

• Global Password

• ANI/LCZ Server IP

• ANI/LCZ Server Port #

• Primary DNS Server

• Secondary DNS Server

• Distributor URL

• Backup Data Center URL

4. If you select Mailing Sys

the following options.

• Get IP Address

• IP Address

• Subnet Mask

• Default Gateway

• MAC Address (you cannot modify this)

5. Select the parameter you want to edit and make the changes.

6. Press Enter when

nu key on the control center. Select Set Up from the main

work Set Up" screen appears and

ibutor Parameters, the system displays the following

tem Network Settings, the system displays

complete.

5-18 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Phone/Network Set Up: Remote PC Refill

Configuring High/Low Funds

rning

This option is available only on systems that have the optional Remote Refill feature installed.

Use this option to turn the Remote PC Refill feature on or off.

NOTE: Once you select this option, the system will restart.

1. Press the Me screen, then select Phone/Network Set Up.

2. If necessary, press the down arrow key and select Remote PC Refill to

toggle this option on or off.

The mailing system must restart in order for the change to take effect. The syst

em will restart automatically; however, you can select OK, restart now

to expedite the process.

nu key on the control center. Select Set Up from the main

Setting the Low Funds Warning Value

Use this option to set a value at which the mailing system warns you that the funds remaining in the meter are getting low.

1. Press the Menu key on the cont screen, and then select Basic Settings.

2. Select Lo

3. Enter the low value warning amount using the numeric keyboard.

4. Press the Enter key

w Funds Warning.

rol center, select Set Up from the main

Setting the High Value Warning for Key In Postage

Configuring Low Ink

rning

Use this option to set a value at which the mailing system warns you that you have entered a postage value that is more than the amount you are setting here. This feature prevents you from accidentally printing a postage amount that is more than you need.

1. Press the Menu key on the cont screen, and then select Basic Settings.

2. Select High V

3. Enter the high value warning amount ($0 - $99.99) using the numeric

ad.

keyp

4. Press the Enter key

5. Confirm that the high value warning amount that appears in the displayed is correct. Press the key corresp

Use this option to specify how you want the system to notify you when you are running low on ink.

1st Low Ink Warning

1. Press the Men

2. Select Bas

3. Press the down arrow key and select 1s

4. Press the screen key corresponding to the option you want. You can choose to ha supply of ink, or you can choose to ignore the warning.

alue Warning.

u key on the control center, and select Set Up.

ic Settings.

ve the system notify you when there is less than a 5-day

rol center, select Set Up from the main

onding to the option you want.

t Low Ink Warning.

SV61436 Rev. D 5-19

2nd Low Ink Warning

Repeat the above for 1.5 day notification.

5 • Mailing System Setup

Timeouts

 Display Sleep  System Sleep  Normal Preset Timer  Feeding Timeout  Waiting for Env  Transaction Timeout

Configuring System

meouts

Timeouts: Display Sleep

This section describes how to set various system timeouts for your mailing system.

1. To access the system timeouts, press the

Menu key on the control center, and

select Set Up.

2. Select Bas outs to ge

The timeout options are listed on the right. All of the lowing sections.

Standby Mode: Least Power Usage

In order to reach the lowest level of power consumption, the mailing system can be "On/Off" switch to "Off" when not using the mailing system for an extended period of time. When switched back "On" expect some delay for a normal reboot to assure that the entire system is ready to go.

This option allows you to specify how long the system can remain inactive before the display turns off. You can set the timeout for 1 - 30 minutes, in 1 minute increments. The default timeout is 5 minutes.

manually switched "Off" while still plugged into the wall. Toggle the

ic Settings and then Time-

t all of the timeout options.

se options are described in the fol-

Timeouts: Energy Star® Sleep

5-20 SV61436 Rev. D

The display turns on again when you press any key on the control center or if

you place mail in the feeder or on the scale (either integrated or attached

external scale).

1. Press the Men

2. Select Bas

3. Select Disp

4. Enter the number of minutes (1-30) using the numeric keyboard.

5. Press the Enter key

The Energy Star® "sleep" mode will save money, and help protect the environment. Use this option to specify how long the system remains inactive

fore it goes into "sleep".

You can set this timeout for 40 - 240 minutes, in 1 minute increments. The

fault timeout is 10 minutes.

The system goes into display sleep before it goes into system sleep. The syst

em wakes up again when you press any key on the control center or if you place mail in the feeder or on the scale (either integrated or attached external scale).

1. Press the Men

2. Select Bas

3. Select Sys

4. Enter the number of minutes (40 - 240 minutes) using the numeric key-

pad.

5. Press the Enter key

u key and select Set Up.

ic Settings and then Timeouts.

lay Sleep.

u key and select Set Up.

ic Settings and then Timeouts.

tem Sleep.

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Timeouts: Normal Preset Timer

Timeouts: Feeding Timeout

The normal preset timer option allows you to specify how much time you want to allow the system to remain idle before it returns to the Normal Pre-

set settings (refer to De

mation on Normal Presets).

You can set this timeout for 0 - 1440 minutes, in 1 minute increments. The de

fault timeout is 30 minutes.

1. Press the Men

2. Select Bas

3. Select Normal

4. To set the timer, enter the number of minutes (0-1440) using the

numeric ke

5. If you want the system to stay at the last settings used, select Never

reset

6. Press the Enter key

Use this option to specify how much time to allow before the feeder stops after the last envelope is processed.

You can set this timeout for 5 - 90 seconds, in 1 second increments. The de

fault timeout is 5 seconds.

This reduces the wear on your machine a you leave the machine unattended.

ic Settings and then Timeouts.

yboard.

to Normal Preset.

fine Presets section in this chapter for more infor-

u key and select Set Up.

Preset Timer.

nd acts as a safety measure if

Timeouts: Waiting for Env

1. Press the Men

2. Select Bas

3. Select Fe

4. Enter the number of seconds (0 - 90) using the numeric keyboard, or

ss the screen key corresponding to Turn Rollers off Immediately,

pre

or Run Until Stop key is Pressed.

5. If you entered the number of seconds, press the Enter ke

This option allows you to specify how long the system will continue to feed

mail placed on the feed deck without having to press the Start key.

You can set this timeout for 0 - 90 seconds, in 1 second increments. The de

fault timeout is 20 seconds.

1. Press the Men

2. Select Bas

3. Select W

4. Enter the number of seconds (0 - 90) using the numeric keyboard.

5. Press the Enter key

u key and select Set Up.

ic Settings and then Timeouts.

eding Timeout.

u key and select Set Up.

ic Settings and then Timeouts.

aiting for Env.

SV61436 Rev. D 5-21

5 • Mailing System Setup

Timeouts: Transaction Timeout

Defining Presets

This option is available only if your mailing machine is connected to the AccuTrac™ Mail Accounting system.

Use this option if you routinely batch you to specify how much time to allow the system to remain idle before it ends the current accounting transaction. You can set this timeout for 10 - 65520, in 1 second increments. The default timeout is 14,400 seconds.

1. Press the Men

2. Select Bas

3. Select T

4. Enter the number of seconds (10

5. Press the Enter key

You can define up to 50 sets (0- 49) of preset mailing system values, with each set having different values for such items as the account name, post-

age value, class, carrier, a special service, a mode such as Att Scale or Differential weighing, and the like. You can use these presets for

different mailing jobs.

The 0 preset is the normal preset and the one you use to store your most commonly used syste whenever you restart your machine.

ransaction Timer.

u key and select Set Up.

ic Settings and then Timeouts.

m values. These are the values your system will use

r mail runs. This option allows you

- 65520) using the numeric keyboard.

ached

NOTE: If this is a newly purchased DM Series™ mailing system, the normal

preset will be set to First Class, 1 oz mail.

After you define all of your presets, you can invoke the normal preset val-

ues simply by pressing the Norm presets, press the Custom Preset key and select the preset you want for

the particular mailing operation.

al Preset key. To select any of the other

5-22 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Defining Normal Preset Values

When defining the normal preset values, the mailing system will prompt you to select a class of mail if you are using Key In Postage mode. Selecting a class will ensure your preset values are updated automatically when postage rates change.

NOTE: You can elect to save the normal preset without a selecting a class, but your preset values will not update automatically when postage rates change.

1. Enter the values you use most often to run a mail job, for example, the

weig

hing mode, the postage value, class and carrier etc.

NOTE: Pr class and service etc. By doing this, you are entering the values that you will use for the normal preset. Refer to Chapter 4, Running Mail in this guide for more information on selecting mode and class.

2. Press the Custom Preset

3. A list of presets, starting with “0 Normal” ap

oceed as if you were actually running a job. Select the mode and

s key.

pears. Do not press any of

the screen keys corresponding to these presets.

4. Press the right arrow key (Set up

Presets appears next to the right

arrow key).

5. Press the screen key for S

tore Current Setting to Preset.

If you selected the Key in Postage mode, the system prompts you to choose a class for t

he preset. Choosing a class ensures that your pre-

set values are automatically updated when the postage rates change.

• To choose a class, press the Select Cla

ss screen key and follow

the prompts to select weighing and class options. Once you make the selections, the system returns to the Main screen. Return to step 2 to set the normal preset.

• To continue without selecting a class, press the down arrow.

6. Select the normal preset by pressing the key for 0. Normal. Th

Preset" screen appears and displays all of the values you defined in this session. After a certain period of inactivity, or when you power up, the system restores the n

7. Press the Enter key to re

ormal preset settings.

turn to the main screen.

e "View

SV61436 Rev. D 5-23

5 • Mailing System Setup

Defining Custom Preset Values

When creating a custom preset, the mailing system will prompt you to select a class of mail if you are using Key In Postage mode. Selecting a class will ensure your preset values are updated automatically when postage rates change.

NOTE: You can elect to save the custom preset without a selecting a class, but your preset values will not update automatically when postage rates change.

1. Enter the values for the mail job (fo

r example, the weighing mode, the postage value, class and carrier etc.) that correspond to the values you want to be able to call up in the future by selecting a custom preset key. For example, you may want to define a set of conditions so that the envelopes are sealed only (no postage applied).

2. Press the Custom Preset

oceed as if you were actually running a job. Select the mode and

s key.

3. Press the right arrow key.

4. Select S

5. A list of presets, starting with “0 Normal” a

tore Current Setting to Preset.

ppears. Select one of the pre-

sets that has not been defined yet. These presets are named “Avail-

able”. To change an existing preset, refer to “Editing Custom Preset Values” in this section.

If you selected the Key in Postage mode, the system prompts you to choose a class for t

he preset. Choosing a class ensures that your pre-

set values are automatically updated when the postage rates change.

• To choose a class, press the Select Cla

ss screen key and follow

the prompts to select weighing and class options. Once you make the selections, the system returns to the Main screen. Return to step 2 to set the custom preset.

• To continue without selecting a class, press the down arrow.

6. The system prompts you to “Enter New Preset N

ame”. Type in the

name using the alphanumeric keys.

7. Press the Enter key

. The "View Preset" screen appears and displays

all of the values you defined in this session.

8. To use these values in the future, simply press the Custo

m Presets

Key and select the screen key corresponding to this preset name.

9. Press the Enter key to re

turn to the main screen.

5-24 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Store Advance Date in a Custom Preset

In order to store an Advance Date setting in a custom preset, you need to

rn on this feature. For information on setting an advance date, refer

first tu

to Meter Stamp Options: Date section in Chapter 4 in this guide.

To enable this feature:

1. Press the Custom Preset

s key.

2. Press the right arrow key and the "Set Up Preset" screen opens.

3. Select Date

Advance. The following message appears: "If set on, pre-

sets stored when the date is not advanced will return the system to

ay's date."

tod

• Select On to t

• Select Off if

urn on this feature and store the date advance.

you want to turn off the feature.

4. Refer to the examples on the next page for more information on how storing

Example 1 - I

the Advance Date in custom presets works.

NOTE: If you create a custom preset with the Advance Date feature turned off and you recall this preset, the current date setting is not affected.

f today is Wednesday and you set the advance date for 2

days* and store this advance in a custom preset, then:

• if you recall the preset on the same day (Wednesday) it will print Friday's date on your postage.

• if you recall the preset on the next day (Thursday) it will print Saturday's dat

e on your postage.

* To set advance date, press the Me then select Advance Date.

Example 2 - I

f you have previously set up your system so that it automati-

cally advances the date at 3 PM*, and you

nu button, select Meter Stamp Options,

created a custom preset with the

Advance Date set to zero (that is, you did not advance the date), then:

• if you recall the preset before 3 PM it will print today's date on your post

age.

• if you recall the preset after 3 PM it will print tomorrow's date on your post

age.

* To automatically advance the date (by 24 hours), press Menu

Set Up, press the down arrow key, then select Date will advance after.

Example 3 - I

cally advances the date at 3 PM, and you create

f you have previously set up your system so that it automati-

a custom preset that

button, select

advances the date by 2 days, then:

• if you recall the preset before 3 PM, the system will set the date two days a

• if you recall the preset after 3 PM, the

head.

system will still set the date two

days ahead.

SV61436 Rev. D 5-25

5 • Mailing System Setup

Editing Custom Preset Values

Viewing, Renaming, or Deleting Presets

To edit an existing custom preset, you define its new values and then overwrite the old values.

1. Enter the new values for the mail job that correspond to the custom preset you want to change or edit.

2. Press the Custom Preset

3. Press the right arrow key (Set up

arrow key).

4. Press the screen key for S

5. The system prompts you to “Se

screen key next to the name of the preset you want to edit.

6. Press the Enter key to view the

return to the main screen.

1. Press the Custom Presets key.

2. A list of presets, starting with 0 Normal a

preset. 0 - 4 presets are displayed on the screen. To view the other preset names, press the down arrow key.

3. Press the right arrow key (Set up

arrow key).

4. The following options appear:

• Store Current Setting to Preset

• View Preset

• Rename Preset

• Delete Preset Select the screen key corresponding to the option you want. Follow the

screen

prompts.

s key.

Presets appears next to the right

tore Current Setting to Preset.

lect Preset to Replace”. Press the

preset values. Press Enter again to

ppears. Select the appropriate

Presets appears next to the right

5-26 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Creating Custom Messages

Custom Messaging enables you to enter text at the Control Center which can print directly on envelopes as they pass through the mailing system. Custom messages can be saved in the memory of the system, and recalled whenever appropriate to print. In the Control Center, this feature is shown as “Text Entries.”

IMPORTANT: You should be familiar with the USPS regulations and standards relating to custom message printing and envelope usage for guidance concern ing appropriate content, format, an

d other usage considerations

Sample:

ACME Corporation Finance Department Bldg 3, Floor 4 201 Aberdeen Parkway Charlotte NC 28255

Specifications

• Print up to five lines of information.

• Print a maximum of 20 characters per line (including spaces).

• Fixed font (Lucida Console, 10 Point).

• UPPER CASE and lower case available.

• Special characters available (as outlined on the keypad).

• Save up to five custom messages in memory.

• Custom messages can be saved in the Normal or Custom Presets.

• Uses full QWERTY keypad standard on all DM Series™ mailing systems.

• Custom messages always print to the lef

t of the postage, and left of any

advertisements and inscriptions.

• Operating speed is reduced slightly to accommodate printing operation.

The Custom Messaging capability of yo

ur DM Series™ mailing system has several applications. Use it for all outgoing mail that does not have a preprinted custom message such as Business Reply Mail. Even if you use a pre-printed custom message on outgoing mail, this capability can be used to define a department or section of your organization for “return mail.” By implementing this as a process, undeliverable mail can bypass the Mail Center, and be returned directly to the department that generated the mailing.

IMPORTANT: Cu print effectively. See your envelopes before running.

stom Messaging requires an envelope at least 6 3/4" long to

Envelope Guidance in this section regarding testing of

SV61436 Rev. D 5-27

5 • Mailing System Setup

Postal Rules and Guidance

IMPORTANT: Any custom message printed by the DM Series™ system must

follow USPS guidelines as published in the Domestic Mail Manual (DMM).

Creating a Custom Message for the First Time

1. Press the Men

2. Select Set Up,

u key. then select Text Entry Set Up.

3. Select Create.

4. Select a line of text to enter. Type in the text and press Enter.

5. Repeat step 4 until all lines of text have been entered. You can enter up

ive lines of text.

to f

6. Press Enter when

done. The Enter Text Entry Name screen appears.

7. Type in a name for the custom message and press Enter.

8. Press the left arrow key to return to the Main screen.

Adding Additional Custom Messages

The system can hold up to five custom messages at a time. To add additional custom messages to the system:

1. Press the Men

2. Select Meter S

3. Follow steps 3 through 8 in Creatin

u key.

tamp Options, then select Text Entries.

g a Custom Message, above, to add

and save the address information.

TIP: Pr desired on the envelope.

int a sample piece of mail to see ensure the custom message prints as

Selecting/Deselecting a Custom Message

1. Press the Men

2. Select Meter S

u key.

tamp Options, then select Text Entries.

3. Select the custom message you want to print on the envelope.

If you do not wish to print a custom message at this time, select Do

n't

Print Text Entry.

4. Press Enter when

done.

5. Press the left arrow key to return to the Main screen.

Viewing a Custom Message

1. Press the Men

2. Select Meter S

3. Press the right arrow key, then select Vi

u key.

tamp Options, then select Text Entries.

ew.

4. Select the appropriate custom message. The custom message appears

on the

5. Press Enter when

screen.

done.

6. Press the left arrow key to return to the Main screen.

5-28 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Editing a Custom Message

1. Press the Men

2. Select Meter S

u key.

tamp Options, then select Text Entries.

3. Press the right arrow key, the select Edit.

4. Select the appropriate custom message.

5. Select a line of text to edit.

a. Press Clear to

clear the existing entry, or press the left arrow key.

b. Make any necessary changes to the text.

c. Press Enter when

done.

6. Repeat step 5 until you have edited the appropriate lines of text.

7. Press Enter. T

8. If necessary, edit the name of the custom message. Press En

he Edit Text Entry Name screen appears.

ter when

done.

9. Press the left arrow key to return to the Main screen.

Deleting a Custom Message

1. Press the Men

2. Select Meter S

u key.

tamp Option, then select Text Entries.

3. Press the right arrow key, then select Delete.

4. Select a custom message to delete.

5. Select Ye

s. The custom message is deleted from the list.

6. Press the left arrow key to return to the Main screen.

Envelope Guidance

NOTE: Always run a test print (at $0.00 postage) before using Custom Messag-

ing to ensure proper placement on an envelope. Custom Messaging prints a custom imprint and any Postal Endorsements or Inscriptions on the envelope. This message does not print on the lef system allow for placement of the custom message on your envelope. Therefore, before printing a mailrun using this feature, you should always process a

est Print with ZERO POSTAGE to ensure that the full message is properly

T positioned on the envelope.

message or other information directly to the left of your postage meter

t margin of the envelope, nor does your mailing

Drop Shipment Endorsement

NOTE:

Endorsement purchased from the Pitney Bowes Online Store. The Custom Messaging feature of the DM Series™ may satisfy USPS requirement Shipment endorsements on your mailings. However, the application and endorsement format must be authorized locally by the USPS. Under current Postal guidelines, the local business mail entry management of the USPS must approve the application or endorsement format for mail deposited as “Drop Shipment Authorization.” Contact the USPS directly for further guidance.

In most cases, the Drop Shipment Authorization is printed using an

s for Drop

SV61436 Rev. D 5-29

5 • Mailing System Setup

USB Ports

Taking the Meter Out of Servi

Adding an Optional

inter

Call your Pitney Bowes representative if you need to return the postage meter (contained in the IntelliLink® Control Center) to Pitney Bowes. When instructed, follow the procedure here.

1. Press the Men

2. Select T

3. Select T

This transfers the funds from you

4. The system transfers the funds and displays the a

To print this amount on an envelope, place an envelope on the feed deck key.

You can connect a Pitney Bowes USB printer to your mailing system. To add this optional external printer, all you need to do is plug the USB connector from the printer into one of the two upper-most USB connectors on the

back of the mailing system base. Your mailing system recognizes the

printer as soon as you plug it into the base.

The dual USB ports are located on the right back corner of the system base as sho

ake Meter Out of Service. ransfer Funds from Meter.

and press the Start key. To print on a tape, simply press the Tape

wn here.

u key and select Set Up.

r meter back to your account.

mount transferred. 

5-30 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Configuring the Optional Barcode Scanner

If you have a barcode scanner attached to your mailing system, you can configure it to scan:

• account names,

• account codes (Business Manager only),

• speed codes (INVIEW™, Budget Manager only),

• Custom and Normal Presets,

• Job IDs, or

• ZIP Codes if you are in the INVIEW™, Budget Manager or Business Manager

counting systems.

NOTE:

• You cannot scan in account information using a barcode scanner if you are using the Standard Accounting package provided with your system.

• You can use a barcode scanner to scan in barcodes vices regardless of the Services do not require any set up operations here.

Refer to the appropriate topic in this section:

• If you are using an accounting system o set the default scan type so that your system recognizes your particular

accounting application when it scans the barcode. Refer to Setting the Default Scan Type.

• If you are attempting to scan barcodes that were defined for other

nting systems and those accounts contain a prefix, you can set

accou up your system to recognize that prefix when it scans in the barcode.

Refer to Adding Barcode Prefixes.

• If you need to combine multiple barcode scans into a single barcode,

refer to Combining Barcodes.

• If you want your system to require an operator to press the Enter key

accept each barcode value after it is scanned and displayed on the

IntelliLink® Control Center screen, refer to Setting Auto-Enter.

accounting system you are using. USPS Special

n your mailing system you can

for USPS Special Ser-

SV61436 Rev. D 5-31

5 • Mailing System Setup

Setting the Default Scan Type

If you are using an accounting system on your mailing system you can set up the scanner so that it knows what field is scanning without using a prefix code. Your selection of Account Name or Account Code depends on your accounting system. You can then scan the account code or name directly from the Main screen on IntelliLink® Control Center display.

To set the default value:

1. Press the Men

2. Press the down arrow key and then select Barcode Sca

3. At the "Barcode Scanner Setup" menu, select Default Sca

u key on the control center, then select Set Up.

nner.

n Type.

4. Select the appropriate option according to the table here:

If your accounting  system is:

Business Manager

And the barcode  contains:

Account Name Account Name

Account Code Account Code

Preset Preset

Job ID 1 Job ID 1

Job ID 2 Job ID 2

Account Name Account Name

Select this default scan type:

Account Code Account Code

INVIEW™ or Budget

nager

5. If you do not want any default account system, or p

Preset Preset

Job ID 1 Job ID 1

Job ID 2 Job ID 2

reset, or if you will

be scanning multiple fields select None.

6. As soon as you make your selection, the "Barcod

e Scanner Setup"

menu reappears. You can make other selections or press the left arrow

key to return to the "Set Up" menu.

5-32 SV61436 Rev. D

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Adding Barcode Prefixes

If you are going to scan multiple fields, you will need to create barcodes that contain a 1 or 2 digit prefix. This prefix identifies the field you are scanning. You may use this if you are transferring accounts from a different

nting system like the Paragon®, or from a set of pre-printed barcode

accou labels that have a prefix as part of the barcode. You can then scan these barcodes when the Main screen displays IntelliLink® Control Center.

To set the prefix value:

1. Press the Men

2. Press the down arrow key and then select Barcode Sca

3. At the "Barcode Scanner Setup" menu, select Barc

4. Select the Prefix Size and t

5. Select the appropriate barcode prefix option according to

u key on the control center, then select Set Up.

nner.

ode Prefixes.

hen select 1 or 2 whichever is appropriate.

the table

here:

If your accounting  system is:

Business Manager

And the barcode  contains:

a prefix and Account

a prefix and Job ID 1 Job ID 1 Prefix

Select this barcode prefix option:

Account Name Prefix

Account Code Prefix

a prefix and Job ID 2 Job ID 2 Prefix

INVIEW™ or Budget Ma

nager

a prefix and Account

a prefix and Speed

a prefix and Job ID 1 Job ID 1 Prefix

a prefix and Job ID 2 Job ID 2 Prefix

Account Name Prefix

Speed Code Prefix

6. When you select the barcode prefix, the default value for that option

ears on the screen. To enter a new value, press the Clear key to

app remove the default, then type in the prefix character(s).

NOTE:

7. Press the Enter key

8. As soon as you make your selection, the "Barcod

Barcode prefixes are case-sensitive.

e Scanner Setup"

menu reappears. You can make other selections or press the left arrow

key to return to the Set Up menu.

SV61436 Rev. D 5-33

5 • Mailing System Setup

Combining Barcodes

If you need to combine multiple barcode scans into a single barcode, use this setup option. For example, the typical barcode scanner can only accept a maximum of 30 characters. If you want to scan an account name that contains more than 30 characters, say 50 characters, you add a "join character" at the end of the first 30 characters. These first 30 characters with the join character at the end, would be on the first line and the second 20 characters would be on the second line. When you scan these two barcode lines, the system will combine them into value.

To select the character to join multiple barcode scans:

1. Press the Men

2. Press the down arrow key and then select Barcode Sca

3. At the "Barcode Scanner Setup" menu, select Concatena

4. A list of possible "join character" op acter you use to combine the barcode values.

5. As soon as you make your selection, the "Barcod

menu reappears. You can make other selections or press the left arrow

key to return to the Set Up menu.

The following is an example using a

u key on the control center, then select Set Up.

tions is displayed. Select the char-

+ symbol as a join character.

a single barcode account

nner.

te Scans.

e Scanner Setup"

When you scan in these three barcodes, the a single barcode value.

NOTE: When creating your own barcodes, create them in uppercase. If you create them in lowercase, the length of the barcode will be twice that of the same barcode created using uppercase text.

Setting Auto-Enter

5-34 SV61436 Rev. D



You can set up your system so that after it scans in a barcode value and displays it on the IntelliLink® Control Center screen, it requires you to press the Enter key to accept that value. You can do this if you want to be sure that an operator verifies that the correct barcode has been scanned. By default, the system will automatically enter the value as soon as it scans in the barcode.

To require you to press Enter to accept each scan:

1. Press the Men

2. Press the down arrow key and then select Barcode Sca

3. At the "Barcod

4. Select Off to d ally press the Enter key af

u key on the control center, then select Set Up.

e Scanner Setup" menu, select Auto-enter.

isable the Auto-enter. This will now require you to manu-

ter each scan.

system will combine them into

nner.

Pitney Bowes DM500, DM550 User Manual 2

Specifications and Main Features

Frequently Asked Questions

User Manual

Alerting Messages

FCC Compliance

FCC Compliance of Modem

PB Web Sites • For frequently asked questions, go to:

Our Help Desk For direct questions, call: 1.800.522.0020. Customer Service Represen-

Pitney Bowes Supplies

What’s in this Guide

What You Need to Know

Safety Requirements

Features and Benefits

Parts of the Mailing System

Mail in a Minute This chapter explains how to use the “Key In Postage” mode. It’s the quick-

Preparing Your Mail

Running the Mail

Printing Postage Tapes

Navigating Hints

Applying Postage and Running Mail

Preparing Your Mail

Selecting the Postage Mode and Running the Mail

Selecting or Deselecting an Account

Clearing the Batch Count

Navigating Hints

Overview of Mailing System Set Up

Adjusting Display Contrast

Setting Up a Supervisor Password

Setting Up a Lock Code

Setting Up the Scale and Selecting Rates

Setting Up Postage By Phone® Meter Payment System

Defining Presets

Creating Custom Messages

Configuring the Optional Barcode Scanner