Pitney Bowes SV62214 User Manual

DM100i / DM200L Digital Mailing Systems

Operator Guide

SV62214 Rev. A 09/08 ©2008 Pitney Bowes Inc. All rights reserved. This book may not be reproduced in whole or in part in any fashion or stored in a retrieval system of any type or transmitted by any means, elec tron i cal ly or mechanically , without the express, written permission of Pitney Bowes.

We have made every reasonable effort to ensure the accuracy and usefulness of this manual; however, we cannot assume responsibility for errors or omissions or liability for the misuse or misapplication of our products.

Due to our continuing program of product improvement, equipment and material speciﬁ cations as well as performance features are subject to change without notice. Your digital mailing system may not have some of the features described in this book. Available features vary, depending on the model of your mailing system, installed options, system software level, and how your system is set up.

E-Z Seal, Postage By Phone, Purchase Power, and PC Meter Connect are trademarks or registered trademarks of Pitney Bowes Inc. EN ER GY STAR is a registered trademark of the United States Environmental Pro tec tion Agency. USPS is a registered trademark of the United States Postal Service. Windows is a trademark of Microsoft Corporation.

FCC Part 15 Compliance

NOTE: This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to part 15 of the FCC rules. These limits are designed to provide reasonable protection against interference in a residential installation. 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. However, there is no guarantee that interference will not occur in a particular installation. If this equipment does cause interference to radio or television reception, which can be determined by turning the equipment off and on, the user is encouraged to try to correct the interference by one or more of the following measures:

• Reorient or relocate the receiving antenna.

• Increase the separation between the equipment and receiver.

• Connect the equipment into an outlet on a circuit different from that to which the receiver is connected.

• Consult the dealer or an experienced radio/TV technician for help.

CAUTION: Changes or modiﬁ cations to this equipment not expressly approved by the party responsible for compliance could void the user’s authority to operate the equipment.

A shielded USB cable be must used with this equipment to ensure compliance with the limits. Use of a unshielded cable is prohibited.

FCC Part 68 Compliance of the P700/P7L1 Modem

This equipment complies with Part 68 of the FCC rules and the requirements adopted by the ACTA. On the back of this equipment is a label that contains, among other information, a product identiﬁ er 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 02LS2 network with RJ11C network interface.

A plug and jack used to connect this equipment to the premises wiring and telephone network must comply with the applicable FCC Part 68 rules and requirements adopted by the ACTA.

The ringer equivalence number (REN) is used to determine the number of devices that may be connected to a telephone line. Excessive RENs on a telephone line may result in the devices not ringing in response to an incoming call. In most but not all areas, the sum of RENs should not exceed ﬁ ve (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 identiﬁ er 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 mailing machine causes harm to the telephone network, the telephone company will 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 ﬁ le a complaint with the FCC if you believe it is necessary.

The telephone company may make changes in its facilities, equipment, operations, or procedures that could affect the operation of the equipment. If this happens the telephone company will provide advance notice in order for you to make necessary modiﬁ cations to maintain uninterrupted service.

If trouble is experienced with this equipment, please contact Pitney

Bowes (see page v) for phone contact for repair or warranty informa-

tion. 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).

Connection to party-line service is subject to state tariffs. Contact the state public utility commission, public service commission, or corporation commission for information.

If the installation site has specially wired alarm equipment connected to the telephone line, ensure the installation of this mailing machine does not disable the alarm equipment. If you have questions about what will disable alarm equipment, consult your telephone company or a qualiﬁ ed installer.

iii

For California Customers Only

The battery in this product contains perchlorate material. California requires perchlorate containing products to be accompanied by the following notice: Perchlorate Material - special handling may apply, Go to: www.dtsc.ca.gov/hazardouswaste/perchlorate

Servicing

This equipment is not intended to be serviceable. Please refer to the warranty information if problems occur. Failed units will be withdrawn by Pitney Bowes service engineers and returned to the U.S. Service Center. For reference purposes, the U.S. Service Center contact address is: Pitney Bowes Inc., 1 Elmcroft Road, Stamford, CT, 06926-

0700.

Pitney Bowes Contact List

Machine Identification

Product Name: DM100i Digital Mailing System Model Number: P700 OR Product Name: DM200L Digital Mailing System Model Number: P7L1

Resources

For support information: DM100i: www.pitneyworks.com/DM100/ DM200L: www.pitneyworks.com/DM200/

To order PB supplies and accessories, go to: www.pb.com and click on Supplies OR order by phone at 1-800-243-7824 (M-F 8:00 AM to 8:00 PM E.T.)

To view a list of your equipment, pay invoices online, or you have questions about your Postage-by-Phone account go to: www.pb.com and click on My Account

For questions about your account or the product, call the Pitney Bowes Customer Care Center at 1-800-522-0020.

To contact the United Stated Postal Service

www.USPS.com

(USPS), visit:

This page was put in as a placeholder only. This allows you to print this entire guide in a duplex (double-sided) mode while keeping the proper page positions.

1 • Introduction

What's in this Guide ................................................................. 1-1

About Your Digital Mailing System ........................................... 1-2

Postal Requirements ................................................................ 1-3

Sections of the Meter Stamp .................................................... 1-4

What is IntelliLink™? ............................................................... 1-4

About PC Meter Connect™ ...................................................... 1-5

Other Sources of Information ................................................... 1-5

Specifications ........................................................................... 1-6

Equipment ......................................................................... 1-6

Material ............................................................................. 1-7

Important Safety Notes ............................................................ 1-8

Important Telephone Safety Instructions .................................. 1-9

2 • Getting to Know Your System

Parts of the Machine ............................................................... 2-2

Control Panel .......................................................................... 2-4

Connections on Back of Machine ............................................ 2-6

PC Meter Connect™ ................................................................. 2-7

3 • Running Mail

Home Screen ........................................................................... 3-1

Checking Funds ( Postage) Availability in Machine .................. 3-1

Applying Postage ..................................................................... 3-2

Keying In the Postage Directly .......................................... 3-3

Entering Weight Manually ................................................. 3-4

Using the Weighing Platform (Scale) ................................. 3-5

Using Differential Weighing ...................................................... 3-6

Selecting an Account to Track Postage .................................. 3-8

Using the Batch Count Feature ............................................... 3-9

Viewing (Checking) the Batch Count ................................. 3-9

Printing the Batch Count .................................................. 3-10

Clearing the Batch Count ................................................ 3-10

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Table of Contents

4 • Printing Options

Printing Options ....................................................................... 4-1

Sections of the Meter Stamp .................................................... 4-1

Printing a $0.00 Meter Stamp .................................................. 4-2

Auto-Advance of Printed Date for the Meter Stamp ................. 4-2

Manually Changing Printed Date for the Meter Stamp ............ 4-2

Bypass All Printing and Seal the Envelope Only ...................... 4-3

Omitting/Restoring Day or Date on the Meter Stamp .............. 4-4

Adding/Removing a Postal Inscription to Meter Stamp .............. 4-5

Adding/Removing an Envelope Ad to the Meter Stamp ........... 4-6

Printing the Date and Time Only (no meter stamp) .................. 4-7

Printing Ad, Date, and Time Only (no meter stamp) ................ 4-8

Adjusting Horizontal Print Position of Meter Stamp ................. 4-9

5 • Normal and Custom Presets

What is a Preset? ..................................................................... 5-1

Why Should I Use Presets? ..................................................... 5-1

Why Should I Always Include a USPS® “Class” in my Preset? 5-1

Normal Preset .......................................................................... 5-2

Viewing (and Selecting) the Normal Preset ...................... 5-3

Defining New Values for the Normal Preset ...................... 5-4

Custom Presets ....................................................................... 5-5

Selecting a Custom Preset ................................................ 5-5

Defining a New Custom Preset ......................................... 5-6

Viewing (and Selecting) a Custom Preset ........................ 5-7

Editing a Custom Preset Name ......................................... 5-8

Deleting a Custom Preset .................................................. 5-8

6 • Adding Postage/Connecting to Data Center

Postage and Your Machine ...................................................... 6-1

Establishing Communications Between Your Machine and the

Pitney Bowes Data Center ....................................................... 6-1

Downloads from the Data Center to Your Machine ..................... 6-2

Using PC Meter Connect™ to Establish Communications with the

Data Center (Preferred Method) .............................................. 6-5

Using Analog Phone Line to Establish Communications with the

Data Center (Alternate Method) ............................................... 6-6

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Checking Funds (Postage) Availability in Machine .................. 6-7

Checking Your Postage by Phone® Account Balance ............. 6-8

Adding Postage ........................................................................ 6-9

Printing a Funds (Postage) Report .........................................6-11

Downloading Files or Updating System ................................. 6-12

7 • System Options

System Options ........................................................................ 7-1

Basic Options ........................................................................... 7-3

Advancing the Date on the Machine .................................. 7-3

Setting the Machine to Today's Date ................................. 7-3

Adjusting the Contrast of the Display ................................ 7-3

Turning Features On and Off ............................................. 7-4

Setting the Date, Time, and Timeouts ............................... 7-5

Setting Postage Values (Funds Warnings) ........................ 7-8

Changing the Lock Codes and Passwords ........................ 7-9

Setting Scale Options ......................................................7-11

Connecting to Data Center .............................................. 7-15

Advanced Options .................................................................. 7-20

Intra BMC ZIPs ................................................................ 7-21

Change Language ........................................................... 7-22

Meter Withdrawal (Withdrawing Postage Funds) ............ 7-22

Run Install Mode .............................................................. 7-24

8 • Departmental Accounting

Overview of the Accounting Feature ........................................ 8-1

Activating Accounting and Setting Up Your Accounts .............. 8-2

Turning On Accounting ............................................................. 8-4

Turning Off Accounting ............................................................. 8-5

Turning On Account Passwords ............................................... 8-6

Turning Off Account Passwords ............................................... 8-7

Creating an Account ................................................................. 8-8

Editing Account Names and Passwords .................................. 8-9

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Table of Contents

Selecting an Account ..............................................................8-11

Displaying Account Totals ...................................................... 8-12

Printing a Single Account Report ........................................... 8-13

Printing a Multi-Account Summary Report ............................. 8-13

Clearing an Account ............................................................... 8-14

Clearing all Accounts ............................................................. 8-15

Deleting an Account ............................................................... 8-16

9 • Reports

Overview of Reports ................................................................ 9-1

Add Postage Report ................................................................. 9-3

Single Accounts Report (Departmental Accounting) ................ 9-4

Multi-Account Summary Report (Departmental Accounting) ... 9-4

Special Services Report ........................................................... 9-5

Rates Summary Report ........................................................... 9-6

Configuration Report ................................................................ 9-7

Error Report ............................................................................. 9-8

10 • Maintenance

Messages Indicating Ink Cartridge Replacement .................. 10-1

Printing a $0.00 Meter Stamp ................................................ 10-1

Replacing the Ink Cartridge ................................................... 10-2

Filling the Moistener ............................................................... 10-4

Maintaining the Moistener ...................................................... 10-5

Removing and Cleaning the Moistener Brush ................. 10-5

Removing/Cleaning the Moistener Wick and Holder ....... 10-7

Replacing the Print Head ....................................................... 10-8

Running Print Tests .............................................................. 10-12

Test Print ........................................................................ 10-13

Purge ............................................................................. 10-14

Replacement of Print Head or Cartridge ....................... 10-15

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Table of Contents

11 • Troubleshooting

Getting Help ............................................................................11-1

Messages on LCD Display ......................................................11-1

Blank Display ..........................................................................11-1

Display Problems (display hard to read) .................................11-2

Feeding Problems (stalled envelopes) ...................................11-2

Printing Problems ....................................................................11-3

Moistening Problems (envelopes don't seal) ..........................11-4

Problems Connecting to the Data Center via Analog Line ......11-5

Problems Connecting to the Data Center via the PC ..............11-6

Problems Refilling Postage via the PC ...................................11-8

Accidentally Printing the Wrong Postage ................................11-9

Viewing System Configuration Levels ...................................11-10

12 • Supplies and Options

Supplies ................................................................................. 12-1

Options ................................................................................... 12-1

Appendix A • How to Enter Text Appendix B • Glossary Index

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Table of Contents

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SV62214 Rev. A

1 • Introduction

What's in this Guide

Section Description

Chapter 1 Introduction

Chapter 2 Getting to Know Your System

Chapter 3 Running Mail

Chapter 4 Printing Options

Chapter 5 Normal and Custom Presets

Chapter 6 Adding Postage /Connecting to Data Center

Chapter 7 System Options

Chapter 8 Departmental Accounting

Chapter 9 Reports

Chapter 10 Maintenance

Chapter 11 Troubleshooting

Chapter 12

Supplies and Options

Appendix A

How to Enter Text

Appendix B Glossary

Index Helps you quickly locate topics within the book

Describes the key features of your mail ing system and pro vides material and equipment spec i fi ca tions. It also includes important safety notes.

Explains the purpose and shows the lo ca tion of each control and ma chine feature. Please read this sec tion carefully. It pro vides a foun da tion for the instructions in later sections of this book.

Explains how to process mail. The op er a tions cov ered here are the ones you'll use most often.

Explains your printing options for incoming and outgoing mail.

Explains the Normal and Custom Presets feature for saving commonly-used settings on your machine

Explains how to connect your system to the Pitney Bowes Data Center so you can add postage and download the latest postal rates and software to your meter

Provides step-by-step instructions for cus tom iz ing sys tem operation to suit your own needs

Provides instructions for setting up the op tion al accounting feature.

Provides you with a description of reports you can print on your system

Explains how to check print quality and take care of the ink cartridge and moistener.

Explains how to fix common problems and tells you what error messages mean.

Lists the supplies available for your mailing system and explains how to order them. It also describes options that add to the ver sa til i ty of your mailing system and enhances the pro duc tiv i ty of your mailroom.

Explains how you enter text for postal codes, presets and special characters.

Explains terms unique to the world of mail ing

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1 • Introduction

About Your Digital Mailing System

Your digital mailing system's advanced features include:

• Space-saving, compact footprint

• ENERGY STAR helps preserve the environment

• Large, easy-to-read display shows system status and prompts you through setup operations

• Semi-automatic envelope feeding, transport, and auto-eject

• Automatic date advance

• Keyboard-selectable envelope ads and inscriptions

• Convenient, one-button postage-adding via Postage By Phone

• Stacker neatly stacks finished envelopes

• Ink jet printer provides clear, crisp imprints

• Integrated weighing platform weighs mail pieces (optional)

• Integrated rating feature calculates correct postage

• Date and time stamp for use on incoming mail or on sensitive documents

• Optional accounting feature tracks postage costs by department

• Password protection limits access to authorized per son nel

• Full report printing capability provides hard-copy records of your postage transactions

• In-line moistener wets and seals envelopes (optional)

• Ability to electronically download postage and software updates quickly to your machine.

compliant design lowers operating costs and

1-2

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1 • Introduction

Postal Requirements

The meter on your mailing machine is licensed by the United States Postal Service (USPS®) and you must follow some basic requirements.

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

• Metered mail must bear the ZIP Code location of the post office where the postage meter (mailing machine) is registered.

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

ZIP Code by calling our Customer Care Center (see page v).

• The USPS 120 days. This postal inspection requirement can be automatically met by connecting to the Pitney Bowes Data Center to check your Postage By Phone® meter payment account balance or to add postage to your meter.

NOTE: If the in ter val between inspections is more than 90

days, your machine's dis play prompts "In spec tion Due." If the interval be tween inspections is more than 120 days, the dis play prompts "Inspection Required." At this point, you won't be able to use your mailing system until your system is inspected. In either case, to sat is fy the postal inspection requirement, simply:

• Follow the prompts on the "Inspection Due" screen or

• Press Add Postage and select "Check PBP Account Bal-

ance" (which will not decrease or change the funds in your account).

• Tape sheets are used to apply postage on mail pieces that are too thick or too large to run through your machine. These sheets must conform to postal spec i fi ca tions. For best performance, we

recommend Pit ney Bowes tape sheets (see Chapter 12, Supplies and page v for ordering information).

requires a postal inspection of your machine every

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1 • Introduction

Sections of the Meter Stamp

These are the sections that make up the meter stamp printed on your mail piece.

Inscription*

Meter Serial

Number

Postage Value

Applied

Envelope Ad

Datamatrix Barcode

ZIP Code Origination

Date

Optional Printing Required Printing

*required only for certain classes of mail

What is IntelliLink™?

Your mailing system takes full ad van tage of IntelliLink™, your digital gateway to an entire suite of ser vic es and information that can move your mail more ef fi cient ly and enhance your business performance. IntelliLink™ technology gives you the ability to:

Add postage funds conveniently

You can add funds to your machine electronically via Pitney Bowes Postage By Phone® (requires analog phone line or a Windows PC with Internet connection).

Download Postal Rate Updates

The latest postal rates can be downloaded precisely when you need them.

Use USPS® Confirmation Services

You can take advantage of special services offered by the USPS such as Delivery Confirmation, Signature Confirmation, and Certified Mail if you have this optional feature.

Add Features On Demand

You can easily download envelope ads, postal inscriptions, and optional features such as departmental ac count ing.

Keep Your System Current

Electronic software download capability means you'll always have the latest version of your machine's operating system.

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SV62214 Rev. A

1 • Introduction

About PC Meter Connect

PC Meter Connect chine to the Pitney Bowes Data Center via a Windows PC with an Internet connection. You can then perform postage refills and meter updates quickly and conveniently, normally much quicker than using the analog phone line option of the system.

The PC Meter Connect are included in your starter kit. You simply load the software into a PC with an Internet connection (broadband, DSL, network, etc.) and connect the USB cable between your meter and a Windows PC. See

Section 2 - Getting to Know Y our System for more information on us-

ing PC Meter Connect

NOTE: If you cannot use the CD provided, go to the support web

site for your model (as listed on page v). Navigate to the link to

download the PC Meter Connect™ software to your PC to install.

Before installing the PC Meter Connect™ software, make sure your PC meets these minimum requirements:

• Windows Vista, Windows XP, or Windows 2000 operating systems with the latest service packs

• 1.2 GHz processor

• 512 MB of RAM

• administrative rights to install software

• an Internet connection

™

is software that allows you to connect your ma-

™

software installation CD and a USB cable

™

Other Sources of Information

Other sources of information for your machine include:

• The DM100i/DM200L Quick Reference Guide has con densed ver-

sions of many of the topics covered in this book. You can normally store this handy guide in the front pull-out tray of the DM200L or in the slot in the stacker tray of either the DM100i or DM200L.

• The Pitney Bowes Contact List on page v, which provides helpful

websites and phone numbers.

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1 • Introduction

Specifications

Equipment

Size DM100i

Base Model 8.5" (215 mm) H x 13.6" (345 mm) W

x 15.4" (390 mm) D

With Scale 8.8" (224 mm) H x 13.6" (345 mm) W

x 15.4" (390 mm) D

With Scale and Moistener 8.8" (224 mm) H x 28.5"

(724 mm) W x 15.4" (390 mm) D

DM200L

10.75" (273 mm) H x 14.75" (375 mm) W x 16.25" (215 mm) D

Weight DM100i 15 lbs. (6.8 kg)

DM200L 17.5 lbs. (8 kg)

Power Requirements 100-240 VAC, 50/60Hz. .65-3A Ports 1 USB; 1 RJ-11. Operating

Temperature LCD Display 4 lines, 20 characters long Throughput DM100i Up to 30 letters per minute

Print Resolution 600 x 400 dpi Print Image Area At least 1" (25.4 mm) x 6-5/8" (170 mm) Ink Cartridge Life Up to 3,000 impressions without an envelope ad.

Tape Sheets Self-adhesive type, dual tape sheets (Pitney Bowes

Internal Envelope Ad Storage

Internal Postal Inscription Storage

Maximum Imprint $99.999

40°F (4°C) to 108°F (42°C)

DM200L Up to 40 letters per minute

Actual through put will vary, depending on the ma te ri al used, ma chine condition, use of moistener, etc.

Actual ink yields vary with usage, graphics printed and environmental conditions.

Part Numbers 612-9 and 620-9) for use on mail pieces that are too thick or too large to run through your machine.

Up to 20

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1 • Introduction

Specifications Material (see figure below)

Minimum Size 5" x 3" (127 mm x 76 mm) Maximum Size 15" x 13" (381 x 330 mm) Minimum Flap Depth 7/8" (22 mm) Maximum Flap Depth 3" (76 mm) Minimum Thickness 0.007" (0.18 mm) Maximum Thickness 3/8" (9.5 mm) Maximum Stack Height for Mail 2.5" (60 mm)

IMPORTANT: For best results, always make sure your material conforms to these speciﬁ cations.

SV62214 Rev. A

1-7

1 • Introduction

Important Safety Notes

Follow the normal safety precautions for all of fice equipment.

• Please read all instructions before you attempt to op er ate the system. Save these in struc tions for future use.

• Use the power cord supplied with the ma chine and plug it into a properly ground ed wall outlet that's lo cat ed near the machine and easily accessible. Failure to properly ground the machine can result in se vere per son al injury and/or fire.

• The power cord wall plug is the primary means of dis con nect ing the machine from the AC supply. The unit is on whenever it is plugged into a live re cep ta cle, even though the operator display may be blank.

• Place the mailing machine base close to an easily ac ces si ble wall out let. DO NOT use a wall outlet con trolled by a wall switch or one that is shared with oth er equipment.

• Do not use an adapter plug on the line cord or wall out let.

• Do not remove the ground pin from the line cord.

• Make sure the area in front of the wall outlet into which the machine is plugged is free from ob struc tion.

• DO NOT route the power cord over sharp edges or trap it between pieces of fur ni ture. Make sure there is no strain on the power cord.

• To reduce the risk of fire or electrical shock, DO NOT attempt to re move covers or disassemble the control panel or its base. The cab i net encloses hazardous parts. If you should drop or otherwise dam age the unit, call Pitney Bowes.

• Keep fingers, long hair, jewelry and loose clothing away from moving parts at all times.

• Keep your hands out of the ink cartridge refill holder.

• Avoid touching moving parts or materials while the ma chine is in use. Before clear ing a stall (jam), be sure ma chine mechanisms come to a complete stop.

• When removing stalled material, avoid using too much force to pro tect against minor personal injury and dam age to the equipment.

• Use the equipment only for its intended purpose.

• Always follow the specific occupational safety and health standards prescribed for your workplace.

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SV62214 Rev. A

1 • Introduction

Important Safety Notes

• Do not place lighted candles, cigarettes, cigars, etc., on the mailing machine.

• To prevent overheating, do not cover the vent open ings.

• Use only Pitney Bowes approved ink, tape strips, and cleaners. If you need Material Safety Data Sheets on the supplies for OSHA requirements, please con tact your local Pitney Bowes representative.

CAUTION: In case of an ink spill, leaking ink or excessive ink accumulation, im me di ate ly dis con nect the power cord from the wall plug and contact Pitney Bowes. See the page v for contact information.

Important Telephone Safety Instructions

The machine connects directly to an a log tele phone lines. For your protection, basic safety pre cau tions should always be followed to reduce the risk of fire, elec tric shock, and injury to persons. These safety pre cau tions include:

WARNING: To reduce the risk of ﬁ re, use only the 26 AWG telecommunication line cord supplied with your mailing machine.

• Never install telephone wiring during a lightning storm.

• Disconnect the system's telephone line during a light ning storm.

• Avoid using a telephone or equipment that connects to a telephone line during an electrical storm; there may be a remote risk of electrical shock from lightning.

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

• Never install telephone jacks in wet locations.

• Do not use this product near water, for example, near a bath tub, wash bowl, kitchen sink or laundry tub, in a wet basement or near a swimming pool.

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

SV62214 Rev. A

1-9

1 • Introduction

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1-10

SV62214 Rev. A

2 • Getting to Know Your System

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2-1

SV62214 Rev. A

2 • Getting to Know Your System

Parts of the Machine

DM100i

2-2

DM200L

SV62214 Rev. A

2 • Getting to Know Your System

Parts of the Machine

Item Part Description

Control Panel Allows you to enter and set up information on

Top Cover Opens up to allow replacement of the ink car-

Weighing

Platform (optional)

LED Lights green when your system is on; lights or-

Stacker Tray Allows the neat stacking of finished mail pieces

Utility Slot Allows you store the Quick Reference Guide,

Transport Re-

lease Lever (two position

Feed Deck Supports your envelope, post card or tape sheet

Moistener

(optional)

Storage Drawer

(DM200L only)

your machine (see next page for details)

tridge (see Chapter 10, Maintenance)

Allows you to weigh a mail piece (your system can then calculate postage based on the service selected)

ange when your system is in "sleep" mode

tape strips, etc. for easy access.

Home - transport rollers engaged for processing

mail (normal)

Released - trans port rollers disengaged so you

can clear a stalled mail piece

NOTE: The machine won't process mail

when the lever is left in the released position.

as it passes un der the printer mechanism

Applies sealing fluid to the envelope flap (you can seal envelopes or leave them unsealed, depending on how you feed them)

Holds your USPS® Confirmation Services and USPS® Return Receipt labels when used

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2 • Getting to Know Your System

Control Panel

OCT 24 08

7 7

Control Panel

Item Part/Key Description

Screen Selection

Keys LCD Display Shows the current status of your system and

Page Up/Page

Down (Scroll Keys)

Lock/Power Key Allows you to power up or power down machine.

Yes/Enter and

No Keys

Alpha/Numeric

Keypad

Allows you to select an option (◄) on the screen with the corresponding key

prompts you through all operations

Allows you to scroll up and down through menu choices (when lit, it indicates more choices)

If the lock code feature has been enabled, you can either power down the machine or put the machine into lock-down mode. In lock-down mode, access to the machine requires entering a four-digit lock code.

Allows you to confirm an operation or answer “Yes” or "No" to a prompt (the Yes key also functions as the Enter key for data entry)

Allows you to type in numbers and letters for account names, postage values, and other in-

formation (see Appendix A, How to Enter Text)

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SV62214 Rev. A

2 • Getting to Know Your System

Control Panel

Item Part/Key Description

Feature Keys Allows you quick access to the key features on the

Home Takes you back to the Home (date/postage) screen Normal Preset Allows you to recall settings that contain the most

Custom Preset Allows you access to up to five or ten custom set-

Funds Allows you to check your postage funds and num-

Add Postage Allows you to add (refill) postage funds to your ma-

Reports Allows you to generate reports for postage, ac-

Weigh/Rate Allows you to weigh and calculate postage based

Options Allows you to access system setup information

Print Menu Allows you access to all the information printed on

system:

commonly printed postage value you use in your

home or office (see Chapter 5, Normal and Custom Presets)

tings that you can assign values such as postage

amount, ad, account number, etc. (see Chapter 5,

Normal and Custom Presets)

ber of mail pieces processed (see Chapter 6, Adding Postage)

chine conveniently (see Chapter 6, Adding Postage)

counting, and other types of data (see Chapter 9, Reports)

on service selected (see Chapter 3, Running Mail)

such as date, time, postage, accounts, passwords,

etc. (see Chapter 7, System Options)

a mail piece such as date, time, postage, ad, in-

scriptions, etc. (see Chapter 3, Running Mail)

IMPORTANT: When you press one of the Feature keys, any entry in the preceding screen is lost unless you have ﬁ rst pressed the Yes/Enter key to conﬁ rm the entry. For example, if you entered an account name on one screen and then immediately pressed another Feature key, the account name will not be recorded by the system.

SV62214 Rev. A

2-5

2 • Getting to Know Your System

Connections on Back of Machine

Item Part Description

Phone Jack Allows you to connect to an analog phone line

USB Port Allows you to connect your machine to a Win-

Power

Receptacle

via a standard RJ-11 phone plug (supplied) so you can download postage and software updates to

your machine (see Chapter 6, Adding Postage)

dows PC that is connected to the Internet so you can download postage and software updates

quickly to your machine (see PC Meter Connect™

section on next page).

Connects to AC power cord (supplied)

2-6

Back of Machine

SV62214 Rev. A

2 • Getting to Know Your System

PC Meter Connect

™

PC Meter Connect™ is a feature that allows you to do postage refills and meter updates quickly and conveniently using your PC's Internet connection. Internet connection is normally much quicker than using

the analog phone line option (see also Chapter 6, Adding Postage).

™

You simply load the PC Meter Connect

software from the CD

included in your starter kit into a Windows PC with an Internet connection (broadband, DSL, network, etc.) and connect a USB cable between your meter and a PC. After installation, a shortcut icon for PC Meter Connect™ displays on your PC desktop and an icon appears on the system tray, usually in the lower right corner of your desktop screen (see figures below).

Desktop Shortcut Icon

PC Meter Connect™ Icon in System Tray

Thereafter, the program is loaded in the background automatically when you boot up your computer. You will know this by seeing the PC Meter Connect™ icon in the system tray.

NOTE: No screens or windows display when you click the desktop

shortcut icon. However, if the PC Meter Connect™ software was not running for some reason (you'll know this when you don't see the PC Meter Connect™ icon in the system tray), clicking on the desktop icon will restart the software. Alternately, you may click on the Start button > All Programs > Pitney Bowes > PC Meter Connect. A PC Meter Connect™ icon will then appear in system tray.

Several messages display from PC Meter Connect™ icon in the system tray:

• "Meter detected" displays when you connect your meter to the PC (after it had been disconnected).

• "Meter is not detected" displays when you disconnect your meter from the PC. The red "x" stays on the icon thereafter.

SV62214 Rev. A

2-7

2 • Getting to Know Your System

PC Meter Connect

™

If you right-click on PC Meter Connect™ icon in the system tray, you can access several options for the PC Meter Connect™ software.

Options Screen for PC Meter Connect

Right Click on PC Meter Connect™ Icon in System Tray

Option Description

Update PC Meter Connect

™

Connects you to a Pitney Bowes website for the latest version of the PC Meter Connect™ software

Internet Settings... Allows you to change your Internet settings for best

operation with PC Meter Connect

Troubleshooting for more details)

About PC Meter Connect

™

Lists the PC Meter Connect™ software version

™

(see Chapter 11

About Your Meter Displays whether or not the meter is connected to

your PC; also allows access to a PDF version of this Operator Guide

contact Pitney Bowes

Exit Exits the program (to restart, simply click on the PC

™

Meter Connect

2-8

desktop icon)

SV62214 Rev. A

3 • Running Mail

Home Screen

When you power up your system, the Home screen ap pears on the operating display. If your sys tem has been set up to require a lock code or password, you are prompted to enter it.

A typical Home screen is shown below (your screen may vary slightly depending on the options you may have on your machine):

mmm dd yy ≡0.00≡

◄ACCT: Name ◄CLASS: None ◄SCALE: 0lb 0.0oz

Page Up

Page Down

(lit key indicates more menu choices)

Checking Funds ( Postage) Availability in Machine

It is a good idea to check the amount of funds (postage) in your meter before running your daily mail.

1. Press Funds.

2. The funds left, used, and pieces processed display.

FUNDS Available $204.94 Used $17.06 Total Pieces 40

Available – the amount of funds (postage) left in your meter

Used – the total of all postage ever used in the meter

Total Pieces – the total number of mail pieces run through the

meter that had postage applied

3. Press Clear (back arrow key) or Home to return to Home screen.

3-1

SV62214 Rev. A

3 • Running Mail

Applying Postage

There are several ways you can apply postage using your mailing system:

• Key in the postage directly from the keyboard when you already know the amount

• Enter the weight of the mail piece manually and have the system calculate the postage amount using the system's internal rating feature

• Place the mail piece on the integrated weighing platform and have the system calculate the weight and then postage amount using the system's internal rating feature

Each method is described in its own section that follows.

NOTE 1: Use tape sheets to apply postage for large pieces and

parcels that can't be run through the machine (see Chapter 12, Supplies and Options for ordering tape sheets). Feed the tape

sheets into the ma chine the same way you would feed an en ve lope. Apply the postage tape sheets on the mail piece or parcel.

NOTE 2: The system allows you to enter either a ZIP code or a

Zone number for those USPS® classes and services that require a destination entry (e.g., Priority class over 1 lb.). When prompted to enter a destination in these cases, you may either key in the one-digit Zone number (0-8) and select "This is a Zone" or key in the 5-digit ZIP code and select "This is a ZIP Code".

3-2

SV62214 Rev. A

3 • Running Mail

Keying In the Postage Directly

1. From the Home screen, en ter the post age us ing the nu mer ic keys. Do not enter the decimal point.

2. Press Yes/Enter to confirm the amount.

mmm dd yy ≡0.42≡

◄ACCT: Name ◄CLASS: None ◄SCALE: 0lb 0.0oz

3. If using the moistener, place flap along moistener and move towards the right.

4. Place the envelope up against the registration wall of the sys tem and slide it to the right until the sys tem grasps it. The system prints the meter stamp and ejects the envelope/tape sheet

Registration Wall

SV62214 Rev. A

3-3

3 • Running Mail

Entering Weight Manually

This procedure can be used when you already know the weight of a mail piece and you are not using the integrated weighing platform.

1. Press Weigh/Rate.

2. Select “Enter Manual Weight”.

0 lb 0.0oz Place mail on scale

◄Enter manual weight ◄Diff. weighing

3. Key in pounds and select “Set Pounds” (maximum is 70 lbs.).

4. Key in ounces and select “Set oz and Continue”.

5. Select the desired class by pressing the key next to the class name (use the scroll keys to see additional classes).

6. If there is no value next to the class name, more information is needed. Follow the prompts for the options and/or services available for this class of service. The last screen is usually " Services" and lists special services such as COD and Insurance.

NOTE: If you are unsure if a particular class is valid for your

mail piece, call your local post ofﬁ ce or visit www.USPS.com.

7. Select "Done" when finished entering all the class options and fees.

8. If using the moistener, place flap along moistener and move towards the right.

9. Place the envelope up against the registration wall of the sys tem and slide it to the right until the sys tem grasps it. The system prints the meter stamp and ejects the envelope/ tape sheet.

3-4

SV62214 Rev. A

3 • Running Mail

Using the Weighing Platform (Scale)

1. Make sure scale is activated (you will see “0lb. and 0.0 oz” next

to the "Scale" on the display). See Chapter 7, System Options to

turn your scale on if necessary.

2. Place mail piece on scale. The weight of the mail piece will appear on the top-line of the display and valid classes and rates for this weight are displayed.

0 lb 2.3 oz

◄1st Class $2.67 ◄Priority $3.85 ◄Pkg Service

3. Select the desired class by pressing the key next to the class name (use the scroll keys to see additional classes).

NOTE: If you are unsure if a particular class is valid for your

mail piece, call your local post ofﬁ ce or visit www.USPS.com.

4. If there is no value next to the class name, more information is needed. Follow the prompts for the options and/or services available for this class of service. The last screen shows "Services" and lists special services such as COD and Insurance.

5. Select "Done" when finished entering all the class options and fees.

6. If using the moistener, place flap along moistener and move towards the right.

7. Place the envelope up against the registration wall of the sys tem and slide it to the right until the sys tem grasps it. The system prints the meter stamp and ejects the envelope/ tape sheet.

SV62214 Rev. A

3-5

3 • Running Mail

Using Differential Weighing

Differential weighing is an optional feature that allows you to place multiple items on the scale, remove one item at a time, rate that item, and put postage on it. This is repeated until you have finished all of the items on the scale. This procedure is usually done when you have multiple mail pieces with different weights but all using the same class for rating.

1. Press Weigh/Rate.

2. Select “Diff. weighing”.

0 lb 0.0oz Place mail on scale

◄Enter manual weight ◄Diff. weighing

3. Place the items on the scale.

4. Select the desired class by pressing the key next to the class name (use the scroll keys to see additional classes).

5. If there is no value next to the class name, more information is needed. Follow the prompts for the options and/or services available for this class of service. The last screen is usually "Services" and lists special services such as COD and Insurance.

NOTE: If you are unsure if a particular class is valid for your

mail piece, call your local post ofﬁ ce or visit www.USPS.com.

6. Select "Done" when finished entering all the class options and fees.

7. Remove one item from the scale.

DIFF. WEIGHING Remove one mailpiece

TOTAL: xlb. x.xoz

8. A ready to print postage screen displays, which includes the rating class you've chosen and piece weight of the item removed.

mmm dd yy ≡0.00≡

◄ACCT: Name ◄CLASS: xxxxxxx ◄PIECE: xlb x.xoz

3-6

SV62214 Rev. A

Using Differential Weighing

9. If using the moistener, place flap along moistener and move towards the right.

10. Place the envelope up against the registration wall of the sys tem and slide it to the right until the sys tem grasps it. The system prints the meter stamp and ejects the envelope/ tape sheet.

11. The same screen from Step 7 appears.

DIFF. WEIGHING Remove one mailpiece

TOTAL: xlb. x.xoz

3 • Running Mail

Repeat steps 7 -10 for each item that needs postage.

12. When you have removed the last item from the scale, the "LAST ITEM" screen displays.

LAST ITEM

◄Rate this item ◄Exit Diff. Weighing ◄Continue

Rate this item – select this option if you want to rate the last

piece removed. A ready to print postage screen displays. Follow Steps 8-11 above. The Home screen displays when you are done.

Exit Diff. Weighing – select this option if you want to exit this mode

without rating the last item. The Home screen displays.

Continue – select this option if you want to continue rating more

items with the same rate. A "Place mail on scale" screen displays. Follow Steps 7-11 above to continue.

SV62214 Rev. A

3-7

3 • Running Mail

Selecting an Account to Track Postage

The Departmental Accounting feature allows you to track postage by

account. See Chapter 8, Departmental Accounting, for information on

setting up this feature.

1. From Home screen, press the selection key next to ACCT: line to display the Accounts menu.

2. Select "Select an account"

◄Select an account ◄Create an account ◄Delete an account

ACCOUNTS

3. The "Select an Account" screen displays (a sample is shown below). Press Page Down to see more choices (if lit). To select an account:

SELECT AN ACCOUNT

◄ (Use keypad) ◄0 - None ◄1 - Sales

A. You may either key in the first digit of the account number if

you know it and press Yes/Enter, OR

B. Use the appropriate selection key next to the arrow.

4. If a password has been assigned to this account, you will be prompted to enter one. Key in the 4-digit password if necessary.

5. You return to the Home screen with the name of the account listed (the example below shows "Sales" as the account chosen).

mmm dd yy ≡0.00≡

◄ACCT: Sales ◄CLASS: None ◄SCALE: 0lb 0.0oz

3-8

SV62214 Rev. A

3 • Running Mail

Using the Batch Count Feature

Your system has the ability to keep track of batches of mail if desired. You may use this feature to track the amount of mail going out per day, per week, per month, etc. The system stores the postage value and piece count in for ma tion in a "batch register". You can view and print the batch register values at any time. You can also clear/ reset the batch register to zero when necessary.

Viewing (Checking) the Batch Count

1. Press Funds.

2. Press Page Down.

3. The display shows the batch information (a sample screen is shown below).

Ct l Sum $222.00 Batch Value $11.65 Batch Count 3 ◄Clear batch values

Batch Count – the number of mail pieces that had postage ap-

plied since the last time the batch count was cleared

Batch Value – the amount of postage applied since the last time

the batch value was cleared

4. Press Clear (back arrow key) or press Home to return to the Home screen.

SV62214 Rev. A

3-9

3 • Running Mail

Printing the Batch Count

1. Press Funds.

2. Press Page Down twice and select "Print Funds Report".

3. At the "Please insert envelope or tape sheet to print report" prompt, place the envelope/tape sheet up against the back wall of the sys tem and slide it to the right until the sys tem grasps it. The Funds Reports is printed and the envelope/tape strip is ejected.

Used: $464 . 270 Available: $000 . 000 Total Pieces: 735

Funds

Report

Control Sum: $464 . 270

Batch Count: 733 Batch Value: $464 . 270 PBP Serial No.: 0011969

Used – the total of all postage ever used in the meter Available – the amount of postage left in the meter Total Pieces – the total number of mail pieces run through the

meter that had postage applied

Control Sum – the total of all postage refills for the meter. It equals

the amount Used plus Available funds. This is a postal requirement

that verifies an accurate accounting of postage in your machine.

Batch Count – the number of mail pieces that had postage ap-

plied since the last time the batch count was cleared

Batch Value – the amount of postage applied since the last time

the batch value was cleared

PBP Serial No. – serial number of this meter (normally meter

number)

JAN 07 08

9:55P

4. Press Home to return to the Home screen.

Clearing the Batch Count

IMPORTANT: Make sure you really want to clear the batch count; once you do, you can't re store the data.

1. Press Funds.

2. Press Page Down and select "Clear batch values".

3. At the "Confirm Clear" prompt, press Yes/Enter to confirm. The batch value and batch piece registers return to zero

4. Press Home to return to the Home screen.

3-10

SV62214 Rev. A

4 • Printing Options

Printing Options

There are various printing options available when processing mail through the system. You can:

• Bypass all printing and seal the envelope only

• Omit day or date when printing a meter stamp

• Add a postal inscription to the meter stamp

• Add an envelope advertisement to the meter stamp

• Adjust the horizontal print position of the meter stamp

• Print the time and date only (no meter stamp)

• Print an ad, time and date only (no meter stamp) Many of these options are available by pressing Print Menu and

selecting your choice (see below).

PRINT MENU

◄Seal Only ◄Date & Time Only ◄Ad Only

Page Up

Page Down

(lit key indicates more menu choices)

PRINT MENU

◄Ad, Date & Time ◄Omit day/date/other ◄Horiz. print pos.

Page Up

Page Down

Sections of the Meter Stamp

These are the sections that make up the meter stamp printed on your mail piece.

Envelope Ad

Inscription*

Datamatrix Barcode

Meter Serial

Number

ZIP Code Origination

Optional Printing Required Printing

*required only for certain classes of mail

4-1

Postage Value

Applied

Date

SV62214 Rev. A

4 • Printing Options

Printing a $0.00 Meter Stamp

If you want to check the ink imprint (meter stamp) on your machine, you can generate a $0.00 meter stamp for this purpose. At the Home screen, simply press Zero, then press Yes/Enter, and slide an envelope (or tape sheet) through the machine.

Auto-Advance of Printed Date for the Meter Stamp

The system is set from the factory to automatically advance the printed date on the meter stamp (as well as its internally held date) when the system time reaches 12:00 AM. However, you may change the

time of day when the auto-advance of the date occurs (see Chapter 7, System Options for more information).

Manually Changing Printed Date for the Meter Stamp

You may want to advance the date printed on the meter stamp if it is after normal business hours and you want to prepare outgoing mail for a future business day's mailing.

IMPORTANT:

• Changing the printed date does not change the meter's internally held date.

• You can always return the printed date to the current date.

• You cannot change the printed date to a date earlier than the meter's internally held date (in an effort to "backdate" the mail).

1. Press Options.

2. Select “Advance the date”.

3. Displays current date in MM DD YY format. You may either: A. Select “Add one day” to advance date one day for each

pressing of the key.

B. Key in a number (in US from 1-30) representing the number

of days you want to advance the date, then select “Add x

days (1-30)”.

4. Select “Continue”. The new date now shows in the Home screen.

5. To set the date on your mail back to the current date, press Options and select “Set to todays date”.

4-2

SV62214 Rev. A

4 • Printing Options

Bypass all Printing and Seal the Envelope Only

If using the moistener with pre-addressed envelopes, you can set up your mailing system to seal envelopes with out printing a meter stamp on them.

1. Press Print Menu.

2. Select "Seal Only".

PRINT MENU

◄Seal Only ◄Date & Time Only ◄Ad Only

The "Seal Only- No Printing" screen ap pears.

3. Place flap along moistener and move towards the right.

4. Slide the envelope to the right until the sys tem takes hold of it. The system seals and ejects the piece.

5. Select “Exit Seal Only” when finished to return to the Home screen.

SV62214 Rev. A

4-3

4 • Printing Options

Omitting/Restoring Day or Date on the Meter Stamp

For most mailings, you normally print the date as part of the meter stamp. However, for certain classes of mail, you may want to turn off the date. Call your local post office or visit www.USPS.com for further information.

1. Press Print Menu.

2. Press Page Down and select “Omit day/date/other".

PRINT MENU

◄Ad, Date & Time ◄Omit day/date/other ◄Horiz. print pos

3. Select either "Omit the day" or "Omit the date".

◄Omit the day ◄Omit the date

4. You will return to the Home Screen and either the day or date will not display or print on the meter stamp.

Day Omitted

4-4

Dec - - 08 ≡0.00≡ ◄ACCT: None ◄CLASS: None ◄SCALE: 0lb 0.0oz

Date Omitted

- - - - - - - ≡0.00≡ ◄ACCT: None ◄CLASS: None ◄SCALE: 0lb 0.0oz

NOTE: If you want to restore the day or date, do Steps 1

and 2 above, but select "Restore the day" or "Restore the date which will now display in Step 3.

SV62214 Rev. A

4 • Printing Options

Adding/Removing a Postal Inscription to Meter Stamp

IMPORTANT:

The postal inscription that prints on the meter stamp is a separate setting from the postal class you have chosen to rate your mail piece. The two normally should match for your mail piece. However, changing one on your meter does NOT automatically change the

other. You need to change each in their separate settings (see Chap- ter 3, Running Mailing for changing the postal class for rating).

1. From Home screen, press Page Down to second screen and

select "Insc.”

◄AD: None ◄Insc: None

2. Select “Select an Inscript”.

3. You may either:

A. Key in the inscription number and press Yes/Enter. B. Scroll through inscriptions and then select the inscription.

4. You return to the Home screen with the name of the inscription listed on the second screen.

Downloading a Postal Inscription into Your Machine

Your system comes pre-loaded with certain postal inscriptions. If you

want another postal inscription, contact Pitney Bowes (see page v). In-

scriptions can be purchased and downloaded directly into your meter.

NOTE: Your inscription must be purchased and the machine must be

connected to Pitney Bowes Data Center for this download procedure.

1. From Home screen, press Page Down to second screen and select "Insc.”

2. Select “Install an Inscript.”.

3. Select "Connect now". The system connects to the Pitney Bowes Data Center (this may take a few moments). Various screens display, letting you know the status of the process.

4. After connection is made and the download has completed, a message stating so displays. Select "OK".

5. You return to the Home screen. Follow the procedure "Adding/ Removing a Postal Inscription to the Meter Stamp" above to select your new inscription.

SV62214 Rev. A

4-5

4 • Printing Options

Adding/Removing an Envelope Ad to the Meter Stamp

1. From Home screen, press Page Down to second screen and

select “AD:”.

◄AD: None ◄Insc: None

2. Select “Select an Ad”.

3. You may either:

A. Key in the ad number and press Yes/Enter. B. Scroll through ads and then select the ad.

4. You return to the Home screen with the name of the account listed on the second screen.

Downloading an Envelope Ad into Your Machine

Your system comes pre-loaded with several envelope ads. If you

want another envelope ad, contact Pitney Bowes (see page v).

Ready-made items can be purchased and downloaded directly into your meter. We can also work with you to create custom ads.

NOTE: Your ad must be purchased and the machine must be con-

nected to Pitney Bowes Data Center for this download procedure.

1. From Home screen, press Page Down to second screen and select "AD.”

2. Select “Install an Ad”.

3. Select "Connect now". The system connects to the Pitney Bowes Data Center (this may take a few moments). Various screens display, letting you know the status of the process.

4. After connection is made and the download has completed, a message stating so displays. Select "OK".

5. You return to the Home screen. Follow the procedure "Adding/ Removing an Envelope Ad to the Meter Stamp" above to select your new ad.

4-6

SV62214 Rev. A

4 • Printing Options

Printing the Date and Time Only (no meter stamp)

You may want to use this feature to time-stamp incoming mail or sensitive documents.

1. Press Print Menu.

2. Select "Date & Time Only".

PRINT MENU

◄Seal Only ◄Date & Time Only ◄Ad Only

The "Date and Time Only - No Postage Printing" screen ap pears.

3. Place the envelope up against the registration wall of the sys tem and slide it to the right until the sys tem grasps it. The system prints the time and date and ejects the envelope/ tape sheet.

NOTE: Make sure you orient the

mail piece so the date and time prints on a blank section of the mail piece.

4. Select “Exit Date and Time” when finished to return to the Home screen.

SV62214 Rev. A

4-7

4 • Printing Options

Printing an Ad, Date, and Time Only (no meter stamp)

You may want to use this feature in conjunction with selecting the "Received" envelope ad to time-stamp incoming mail or sensitive documents.

1. Press Print Menu.

2. Press Page Down and select "Ad, Date & Time".

PRINT MENU

◄Ad, Date & Time ◄Omit day/date/other ◄Horiz. print pos.

3. The "Print Ad, Date & Time" screen ap pears.

• If you have already an envelope ad set as part of your meter stamp, that ad is listed on the display next to the "Ad" selection. If this is the correct ad, continue with step 4.

• If you need to change the ad, or select one if none was chosen, select "Ad", then select "Select an Ad". Choose an ad from the list provided. You return to the "Print Ad, Date & Time" screen.

4. Place the envelope up against the registration wall of the sys tem and slide it to the right until the sys tem grasps it. The system prints the ad, time and date, and ejects the envelope/tape sheet.

NOTE: Make sure you orient the

mail piece so the date and time prints on a blank section of the mail piece.

5. Select “Exit Ad Date & Time” when finished to return to the Home screen.

4-8

SV62214 Rev. A

4 • Printing Options

Adjusting Horizontal Print Position of Meter Stamp

You may need to adjust slightly the left/right print position of the meter stamp on a mail piece.

1. Press Print Menu.

2. Press Page Down and select “Horiz. print pos.”

PRINT MENU

◄Ad, Date & Time ◄Omit day/date/other ◄Horiz. print pos.

3. Key in the print distance from the right edge of the envelope to the meter stamp (from 3-24 mm).

4. Press Yes/Enter to return to the Print Menu.

SV62214 Rev. A

4-9

4 • Printing Options

This page was put in as a placeholder only. This allows you to print this entire guide in a duplex (double-sided) mode while keeping the proper page positions.

4-10

SV62214 Rev. A

5 • Normal and Custom Presets

What is a Preset?

A preset is very similar to a “shortcut” on your computer. It recalls a setting that already contains the postage class, the postage value, fees for special service such as Delivery Confirmation, and possibly other values.

Your machine has two types of presets, Normal and Custom; and they actually work the same way. The Normal Preset is simply the “most frequently used” preset, and contains the values that always appear on your machine when it is first powered on or after it awakens from a "sleep" mode. Generally, Custom Presets contain more postal parameters than the Normal Preset, and are used less frequently.

Why Should I Use Presets?

Presets save you time and headaches. The major advantage of a preset is that it only requires one button press (Normal Preset) or three quick button presses (Custom Presets) to select all the values for a particular mail piece. You don’t have to concern yourself with individually selecting the class, or a special service, etc. All that information is automatically contained in the preset.

The Normal preset is generally set to the most commonly printed postage value you use in your home or office. Many of our customers choose to set the Normal preset for First Class Letter, since that is the cost of mailing a 1-ounce, First Class letter.

Why Should I Always Include a USPS® “Class” in my Preset?

The advantage of including class is that you never have to modify your presets when the United States Postal Services (USPS®) issues a rate change. Your new Pitney Bowes rates software will take care of all of this automatically, behind the scenes.

If you define your Normal Preset to be just a value (e.g. $0.42) but no class, however, your machine has no way of updating this value when new rates become effective. In this case, it is your responsibility to manually update your preset (e.g. from $0.42 to $0.44) when the rates change. By using a class in the Preset, you can avoid potentially incorrect values being applied to your mail that may result in mail being returned to you by the USPS®.

5-1

SV62214 Rev. A

5 • Normal and Custom Presets

Normal Preset

Your Normal Preset as shipped from the factory uses these settings: No postage value, No inscription chosen, No Ad chosen, Printing Date, and No Pre-Set Postage (Key-in). These settings can be changed.

IMPORTANT:

• You cannot delete the Normal Preset.

• You cannot modify the name of the Normal Preset.

• There is no option to "edit" the Normal Preset, but you can define new values for the Normal Preset based on the current condition of the machine.

• The Normal preset displays after you turn on your machine or after you activate the machine from "sleep" mode.

• Preset postage values are subject to the high value warn ing feature. This feature warns you when you manually key in a

post age val ue that is higher than your typical value (see Chap- ter 7, System Options) to help pre vent you from ac ci den tal ly

print ing an incorrect post age val ue.

• When a rate change become effective, always check the post age values assigned to all presets to make sure that they comply with the new rates.

5-2

SV62214 Rev. A

5 • Normal and Custom Presets

Viewing (and Selecting) the Normal Preset

1. Press Custom Preset.

2. Press Page Down.

3. Select "View Preset". The display lists all presets.

4. Select "Normal Preset" (it should be the first preset on the list). The first screen of defined values for Normal Preset is listed. Press Page Down to see the remainder of the defined values.

NOTE: The number of screens and the values displayed may

vary, depending on the options used for your preset and the options installed on your machine.

0-Normal Preset Postage: $0.00 Class: 1st Cl Ltr Ad: None

0-Normal Preset

Insc: None Date print: Yes Mode Key In

0-Normal Preset

Horiz Pos: 9

5. When you press Page Down to the last screen, you have a choice:

0-Normal Preset

◄Select this preset

◄Continue

A. If you want to use the Normal Preset as is, select "Select this

preset". You return to the Home screen with the Normal Preset chosen (using the values just shown).

B. Select "Continue" to return to the View a Preset screen.

SV62214 Rev. A

5-3

5 • Normal and Custom Presets

Defining New Values for the Normal Preset

To define new values (change the settings) for the Normal preset:

1. Establish the proper settings on the machine (such as No Ad, $.42 postage, a specific class, etc.) that you want the preset to contain.

2. Press Custom Preset.

3. Select "Define Normal Preset".

4. You will be prompted if all current values are correct: A. If you press Yes/Enter, the new values are saved and you

return to the Custom Presets menu.

B. If you press No, the system will display the current values.

Press Page Down to see the remainder of the current values.

NOTE: The number of screens and the values displayed

may vary, depending on the options used for your preset and the options installed on your machine.

Current Values Postage: $0.42 Class: 1st Cl Ltr Ad: None

Current Values Insc: None Date print: Yes Mode Key In

Current Values

Horiz Pos: 9

Current Values

◄Continue

5. Select "Continue" at the last screen to return to the first screen in step 4, and save the current values as the Normal preset, or press Home to return to the Home screen to establish the proper settings (see step 1).

5-4

SV62214 Rev. A

5 • Normal and Custom Presets

Custom Presets

The machine can store up to 10 Custom Presets. Press Custom Preset to access the Customer Preset menu:

CUSTOM PRESETS

◄Select Preset ◄Deﬁ ne New Preset ◄Deﬁ ne NormalPreset

CUSTOM PRESETS

◄View Preset ◄Delete Preset ◄Edit Preset Name

IMPORTANT:

• Preset postage values are subject to the high value warn ing feature. This feature warns you when you manually key in a

post age val ue that is higher than your typical value (see Chap- ter 7, System Options) to help pre vent you from ac ci den tal ly

print ing an incorrect post age val ue.

• When a rate change becomes effective, always check the post age values assigned to all presets to make sure that they comply with the new rates.

Selecting a Custom Preset

1. Press Custom Preset.

2. Select "Select Preset". The display lists all presets created on your system. A sample list is shown below.

SELECT CUSTOM PRESET

◄1 Preset 1 First Class ◄2 Preset 2 Parcels ◄3 Preset 3 Priority

3. Press Page Down to see additional choices (if available).

4. Select the preset you want to use. You return to the Home screen with the preset values chosen.

SV62214 Rev. A

5-5

5 • Normal and Custom Presets

Defining a New Custom Preset

To define (create) a new Custom Preset:

1. Establish the proper settings on the machine (such as No Ad, $.42 postage, an account, etc.) that you want the preset to contain.

2. Press Custom Preset.

3. Select "Define New Preset".

4. You will be prompted if all current values are correct. A. If you press Yes/Enter, the system will prompt for the name of

this preset. Key in a name for the pre set. It can be up to twelve alpha/nu mer ic char ac ters long. To access alpha characters, repeatedly press the appropriate number key until the desired character displays. When finished, select "OK". The new values are saved and you return to the Custom Preset menu.

B. If you press No , the system will display the current values.

Press Page Down to see the remainder of the defined value.

NOTE: The number of screens and the values displayed may

vary, depending on the options used for your preset and the options installed on your machine.

Current Values Postage: $0.42 Class 1st Cl Ltr Ad: None

Current Values Insc: None Date print: Yes Mode Key In

Current Values

Horiz Pos: 9

Current Values

◄Continue

5. Select "Continue" at the last screen to return to the correct

values prompt in Step 4, or press Home to return to the Home screen.

5-6

SV62214 Rev. A

5 • Normal and Custom Presets

Viewing (and Selecting) a Custom Preset

1. Press Custom Preset.

2. Press Page Down.

3. Select "View Preset". The display lists all presets.

4. Select the preset you want to view. The first screen of defined

values for the Custom Preset is listed. Press Page Down to see the remainder of the defined values.

NOTE: The number of screens and the values displayed may

vary, depending on the options used for your preset and the options installed on your machine.

1-Preset 1 First Class Postage: $0.42 Class: 1st Cl Ltr Ad: None

1-Preset 1 First Class Insc: None Date print: Yes Mode Key In

1-Preset 1 First Class

Horiz Pos: 9

5. When you press Page Down to the last screen, you have a choice:

1-Preset 1 First Class

◄Select this preset

◄Continue

A. If you want to use this Custom Preset as is, select "Select

this preset". You return to the Home screen with this Custom

Preset chosen (using the values just shown).

B. Select "Continue" to return to the View a Preset screen.

SV62214 Rev. A

5-7

5 • Normal and Custom Presets

Editing a Custom Preset Name

You may change the name of a preset if you want.

1. Press Custom Preset.

2. Press Page Down and select "Edit Preset Name".

3. The display lists all the Custom Presets. Select the preset you want to edit.

4. The system will prompt for the new name of this preset. Key in the new name for this pre set. It can be up to twelve alpha/nu mer ic char ac ters long. To access alpha characters, repeatedly press the appropriate number key until the desired character displays.

5. When finished, select "OK". You return to the Custom Preset menu.

6. Press Home to return to the Home screen.

Deleting a Custom Preset

Deleting a preset removes all the values assigned to it and removes it from the Preset Menu.

IMPORTANT: Once you delete a preset, its values are gone. You can't recover a deleted preset.

1. Press Custom Preset.

2. Press Page Down and select "Delete Preset". The display lists all presets.

3. Select the preset you want to delete.

4. At the prompt to clear the Preset, press Yes/Enter. The preset is deleted.

5. The system confirms that the preset has been deleted. Select "Continue". You return to the Custom Preset menu.

6. Press Home to return to the Home screen.

5-8

SV62214 Rev. A

6 • Adding Postage/Connecting to

Data Center

Postage and Your Machine

Postage is stored internally in your meter. When you need to add more, you simply establish communications between your meter and the Pitney Bowes Data Center, and specify the amount of postage you wish to download. The postage is electronically sent to your meter from your Pitney Bowes Postage By Phone® meter payment account.

You must establish a Pitney Bowes Postage By Phone® meter payment account and have funds available in it before you can download the funds (for postage) to your meter. There are several ways you can arrange to have funds put in your Postage By Phone® meter payment account (send in a check, direct withdrawal, establish

credit, etc.). See the Pitney Bowes Contact List on page v to call for

further information.

Establishing Communications Between Your Machine and the Pitney Bowes Data Center

You can establish communications between your meter and the Pitney Bowes Data Center in two ways:

• Install the PC Meter Connect™ software on a Windows PC that has Internet access and connect a USB cable between your meter and the PC (both the software and cable are supplied in your starter kit). See page 6-5 and follow the prompts in the PC Meter Connect™ software.

• If you do not have access to a Windows PC with Internet access, you may connect the meter to an analog phone line (see page 6-6).

NOTE: Postage refills and updates are usually much slower

using an analog line than using a PC with PC Meter Connect

software installed.

IMPORTANT:

For printing postage, the meter does not have to be connected to the Pitney Bowes Data Center. However, if you need to access the Data Center on a frequent basis (say, for checking your Postage By Phone® balances or for adding funds), you may keep the meter in a "ready-to-connect" state on a permanent basis (either to a PC if using the PC Meter Connect

6-1

™

software or to an analog phone line).

SV62214 Rev. A

6 • Adding Postage/Connecting to Data Center

Downloads from the Data Center to Your Machine

When you connect to the Pitney Bowes Data Center to add postage or perform other transactions, the Data Center may activate other downloads while the machine is connected. If some type of software/postal update or download is available, a message stating so displays.

• If a download is not mandatory, you will be prompted with either “Get Update now” or “Skip; Get later”. Select the one that makes sense to you at that time.

• If a download is mandatory, only “Get Update now" displays and you must perform the download.

After the download has completed, a message stating so displays.

• If you need to reboot the system, the prompt "Restart now" displays. Select this to restart the system.

• If no rebooting is necessary, simply select "Continue" to return to the Home screen.

IMPORTANT:

While the meter is processing a download from the Pitney Bowes Data Center, do not disconnect the analog phone line, USB cable, or power from the meter.

Wait until the meter has finished processing before disconnecting the meter. You will know this has occurred when the meter's Home screen showing postage and date displays.

The following downloads/activities may occur when your system is connected to the Pitney Bowes Data Center:

System/Software Update

If there has been an important update to the software that runs your system, you will be notified that a required update is necessary.

Envelope Ads/ Postal Inscriptions

If you ordered new envelope advertisements or postal inscriptions, you will be notified that you can perform a download to obtain these.

6-2

SV62214 Rev. A

6 • Adding Postage/Connecting to Data Center

Downloads from the Data Center to Your Machine

Upload Pending Electronic USPS® Confirmation Service Records

If you are using the optional USPS® Confirmation Services feature, your services records can be uploaded to USPS Pitney Bowes publication SV61156 for more information on this option-

al feature. Visit our website (see page v) and enter "SV61156" in the

search box on the home page to locate and view this document.

Postal/ZIP Code Update

If the Postal Code on record at the Pitney Bowes Data Cen ter does not match the Postal/ZIP Code of your system, the code will be down load ed into your system. (When a system is moved to a new Postal Code, the Data Cen ter en ters the new code into the record. The system is up dat ed when a con nec tion is made to the Data Cen ter.)

Postal Inspection

The USPS® requires a postal inspection of your machine every 120 days. This postal inspection requirement can be automatically met by connecting to the Pitney Bowes Data Center to check your Postage By Phone® meter payment account balance or to add postage to your meter.

NOTE: If the in ter val between inspections is more than 90 days,

your machine's dis play prompts "In spec tion Due." If the interval be tween inspections is more than 120 days, the dis play prompts "Inspection Required." At this point, you won't be able to use your mailing system until your system is inspected. In either case, to sat is fy the postal inspection requirement, simply:

• Follow the prompts on the "Inspection Due" screen, or

• Press Add Postage and select "Check PBP Account Bal-

ance" (which will not decrease or change the funds in your account).

for processing. See

SV62214 Rev. A

6-3

6 • Adding Postage/Connecting to Data Center

Downloads from the Data Center to Your Machine

Postal Rate Update

Postal rates change periodically by the USPS®. If new rates are available, you can download them quickly and easily directly from the Pitney Bowes Data Center. The new rates are normally available for download at least seven days before the effective date. Once the effective date has been reached (or passed), you have to download the new rates.

The display tells you when a Rate Change up date is com plete. It also tells you if the up date is im me di ate or takes effect at a later date by listing the new date.

NOTE: If you decide to take the update and the rates go into

effect in the future, you will not be printing postage at the new rates until the effective date is reached.

If the rate for a First Class let ter has changed and is ef fec tive im me di ate ly, a screen dis plays showing the present preset post age and asks you if you want to re set the nor mal pre set post age. Press Yes/ En ter. A screen displays for you to en ter the new rate.

NOTE: When a Rate Change update takes place it may also af-

fect other pre sets you have set in your mailing machine. You must check all your presets to insure that they con form to the

new rates. See Chapter 5, Normal and Custom Presets for in-

structions on changing pre set values.

As part of downloading the new rates, we recommend that you print the last rates update report (see figure below) when prompted.

System will begin using new rates on the date effective. Description Version Effective Meter No.: 3231234

Zip/Zone C .01 DEC 06 07 Page 1 of 1 US Rates F .02 MAY 12 08

Update

Last Rates

Downloaded: SEP 10 08 11:59A

Printed: SEP 10 08 12:05P

Description – the specific type of rate that is affected

Version – the alpha-numeric identifier used for this rate Effective Date – the date the new rate takes effect Meter No. – the serial number of this meter

Downloaded – the date and time the new rates were downloaded

into the machine

Printed – the date and time this report was printed

6-4

SV62214 Rev. A

6 • Adding Postage/Connecting to Data Center

Using PC Meter Connect™ to Establish Communications with the Data Center (Preferred Method)

Using the PC Meter Connect™ software, you can do postage refills and meter updates quickly and conveniently using your PC's Internet connection, normally much quicker than using the analog phone line option.

™

You simply load the PC Meter Connect included in your starter kit into a Windows PC with an Internet connection (broadband, DSL, network, etc.) and connect a USB cable between your meter and a PC. After installation, a shortcut icon for PC Meter Connect™ displays on your PC desktop and an icon appears on the system tray, usually in the lower right corner of your desktop screen (see figures below).

Desktop Shortcut Icon

Thereafter, the program is loaded in the background automatically when you boot up your computer. You will know this by seeing the PC Meter Connect™ icon in the system tray.

NOTE: No screens or windows display when you click the desktop

PC Meter Connect™ Icon in System Tray

software from the CD

Several messages display from PC Meter Connect icon in the system tray:

• "Meter detected" displays when you connect your meter to the PC (after it had been disconnected).

• "Meter is not detected" displays when you disconnect your meter from the PC. The red "x" stays on the icon thereafter.

SV62214 Rev. A

6-5

6 • Adding Postage/Connecting to Data Center

Using Analog Phone Line to Establish Communications with the Data Center (Alternate Method)

If you do not have a Windows PC available with Internet access, you may establish communications to the Pitney Bowes Data Center using an analog phone line. The following are usually analog phone lines:

• Fax lines

• Residential phone lines

• Lines used by modems or credit card readers Plug the telephone line (supplied) into the con nec tor on the back

of the meter (see Chapter 2, Getting to Know Your System). Use a

dedicated analog phone line if possible (one that is not shared with other devices) to avoid possible issues.

IMPORTANT:

• Phone systems installed in some businesses are not analog and may damage your system. If you are unsure about your phone line, contact your telephone company or local network administrator.

• If you have a DSL line and want to connect your meter using the analog phone jack on the back for the meter, you should install a DSL filter obtained from your DSL provider before connecting the meter.

• While the meter is processing a download from the Pitney Bowes Data Center, do not disconnect the analog phone line, USB cable, or power from the meter. Wait until the meter's main screen showing postage and date displays before disconnecting and moving the meter.

• Postage refills and updates are usually much slower than using the PC Meter Connect

™

software with a PC.

6-6

SV62214 Rev. A

6 • Adding Postage/Connecting to Data Center

Checking Funds ( Postage) Availability in Machine

It is a good idea to check the amount of funds (postage) in your meter before running your daily mail.

1. Press Funds.

2. The funds left, used, and pieces processed display.

FUNDS Available $204.94 Used $17.06 Total Pieces 40

Available – the amount of funds (postage) left in your meter

Used – the total of all postage ever used in the meter

Total Pieces – the total number of mail pieces run through the

meter that had postage applied

3. Press Clear (back arrow key) or Home to return to Home

screen.

SV62214 Rev. A

6-7

6 • Adding Postage/Connecting to Data Center

Checking Your Postage By Phone® Account Balance

You can check your Postage By Phone® ac count balance at any time, as long as your system is connected to Pitney Bowes Data Center.

NOTE: The Postage By Phone® ac count balance represents the

funds in your account, not the amount in your meter.

1. Press Add Postage.

2. Select “Check PBP balance”.

ADD POSTAGE TO METER

◄Add $xx ◄Add another amount ◄Check PBP balance

3. The system connects to the Pitney Bowes Data Center (this may take a few moments). Various screens displays, letting you know the status of the process.

4. The Prepaid and Other balances displays. Press No.

PBP Balance Prepaid $xxx Other $xxx Add postage? (yes or no)

Prepaid – the amount you have prepaid in your Postage By

Phone® ac count balance (by sending in a check, using your credit card, etc.)

Other – the amount you have on credit on your Postage By

Phone® ac count balance (by signing up to one of the various Pitney Bowes credit programs such as Purchase Power, etc.)

If there are no updates for your system, you will return to the

Home screen. If there are updates available, the display notifies you of this fact.

6-8

SV62214 Rev. A

6 • Adding Postage/Connecting to Data Center

Adding Postage

You can add postage to your machine any time you need to, as long as you have enough funds in your Postage By Phone® ac count and your system is connected to the Pitney Bowes Data Center.

1. Press Add Postage.

2. You may select “Add $xx” to add the amount shown. OR Select “Add another amount”. Key in the amount, in whole dol-

lars, that you want to add and select “Continue”.

ADD POSTAGE TO METER

◄Add $xx ◄Add another amount ◄Check PBP balance

NOTE 1: The minimum amount of postage you can add is $1.

NOTE 2: The amount shown in the "Add $xx" selection line

represents the amount of postage you added the last time.

3. The system connects to the Pitney Bowes Data Center (this may take a few moments). Various screens display, letting you know the status of the process.

4. The Amount Added and Available balances displays.

POSTAGE ADDED Amount Added $xx Available $xx Receipt? (Yes or No)

Amount Added – the amount of the postage downloaded into the

meter

Available – the amount of postage available to use in the meter.

This represents any balance you had in the meter before adding postage, plus the refill amount.

SV62214 Rev. A

6-9

6 • Adding Postage/Connecting to Data Center

Adding Postage

5. If a receipt is desired, press Yes/Enter and insert envelope/tape sheet through machine (see sample below) OR press No or Home to return to the Home Screen.

Refill: OCT 23 08 11:38A Refill Amount: $100.000 Funds Available in Meter: $115.000 Prepaid: $935.780

Refill

Receipt

Additional Funds Available: $000.000

Account No: 17907023

Meter No.: 3167354

OCT 23 08

11:38A

Refill – the date and time the new postage was added to your

machine

Refill Amount – the amount of the new postage you downloaded

into your machine

Funds Available in Meter – the amount of postage available to

use in the meter. This represents any balance you had in the meter before adding postage, plus the refill amount.

Prepaid – the amount you have prepaid in your Postage By

Phone® ac count balance (by sending in a check, using your credit card, etc.)

Additional Funds Available – the amount you have on credit on

your Postage By Phone® ac count balance (by signing up to one of the various Pitney Bowes credit programs such as Purchase Power, etc.)

Account No. – your Postage By Phone® ac count number Meter No. – the serial number of this meter

6-10

SV62214 Rev. A

6 • Adding Postage/Connecting to Data Center

Printing a Funds (Postage) Report

A funds report allows you to print a record of how much postage has been used and how much is remaining in the machine.

1. Press Funds.

2. Press Page Down to the third screen.

◄Check PBP balance ◄Print Funds Report

3. Select "Print Funds Report".

4. At the insert envelope or tape sheet prompt, insert an envelope or tape sheet into the machine. The machine prints the funds report (see sample below).

5. Press Clear (back arrow key) or Home to return to Home screen.

Used: $464 . 270 Available: $000 . 000 Total Pieces: 735

Funds

Report

Control Sum: $464 . 270

Batch Count: 733 Batch Value: $464 . 270 PBP Serial No.: 0011969

JAN 07 08

9:55P

Used – the total of all postage ever used in the meter Available – the amount of postage left in the meter Total Pieces – the total number of mail pieces run through the

meter that had postage applied

Control Sum – the total of all postage refills for the meter and equals

the amount Used plus Available. This is a postal requirement that

verifies an accurate accounting of the postage in your machine.

Batch Count – the number of mail pieces that had postage ap-

plied since the last time the batch count was cleared

Batch Value – the amount of postage applied since the last time

the batch value was cleared

PBP Serial No. – serial number of this meter (normally meter number)

SV62214 Rev. A

6-11

6 • Adding Postage/Connecting to Data Center

Downloading Files or Updating System

Use the "Uploads & Downloads" option when you need to manually:

• Perform USPS

• Restart an interrupted download

• Download postal inscriptions, envelope ads, meter software updates, or rate updates

1. Press Options.

2. Press Page Down to the third screen.

3. Select "Connect-Data Center".

meter inspections

◄Postage Values ◄LockCode/Passwords ◄Connect-Data Center

OPTIONS

4. Select "Uploads & Downloads".

DATA CENTER

◄Uploads & Downloads ◄Phone Parameters ◄Distributor Values

5. The system connects to the Pitney Bowes Data Center (this may take a few moments). Various screens display, letting you know the status of the process.

6-12

SV62214 Rev. A

7 • System Options

System Options

System options allow you to customize the machine to be configured to your organization's unique needs.

Basic options include:

• Advancing the date on the machine

• Setting the machine to the current (today's) date

• Adjusting the Contrast (of the display)

• Turning Features On or Off (if installed on machine)

• Setting Date, Time, and Timeouts

• Setting Postage Values (Funds Warnings)

• Setting Lock Code and Passwords

• Scale Options (accessed from the Home screen)

• Connecting to Data Center Most of the basic system options are accessed by pressing Options

and selecting your choice from the menu as shown below. The one exception is Scale settings, which is accessed by the Scale selection key at the Home screen.

◄Advance the date ◄Set to todays date ◄Adjust the Contrast

◄Turn items ON/OFF ◄Time and Timeouts ◄Postage Values

◄LockCode/Passwords ◄Connect-Data Center ◄Advanced Features

7-1

OPTIONS

SV62214 Rev. A

7 • System Options

Advanced options include:

• Manage USPS Bowes publication SV61156 for more information on this optional

feature. Visit our website (see page v) and enter "SV61156" in

the search box on the home page to view this document.

• Maintenance Mode (see Chapter 10, Maintenance)

• Intra BMC ZIPs (bulk mail center designations used in pre-sorting certain classes of mail)

• Change Language

• Meter Withdrawal (for withdrawing postage funds)

• Run Install Mode

The advanced options are accessed by pressing Options and selecting "Advanced Features", which displays a menu of options as shown below.

ADVANCED FEATURES

◄Manage Conf Records ◄Maintenance mode ◄Intra BMC ZIPS

Confirmation Delivery Records. See Pitney

ADVANCED FEATURES

◄Change Language ◄Meter Withdrawal ◄Run Install Mode

7-2

SV62214 Rev. A

7 • System Options

Basic Options

Advancing the Date on the Machine

NOTE: You can only advance the date for your mail, you can

never “backdate” mail to a date prior to the current date.

1. Press Options.

2. Select “Advance the date”.

3. Displays current date in MMM DD YY format (for US). You may either:

• Select “Add one day” to advance date one day for each

pressing of the key.

• Key in a number (in US from 1-30) representing the number

of days you want to advance the date, then select “Add x

days (1-30)”.

4. Select “Continue”. The new date now shows in the Home screen.

5. To set the date on your mail back to the current date, press Op- tions and select “Set to todays date”.

Setting the Machine to Today's Date

1. Press Options.

2. Select “Set to todays date". You will be returned to the Home screen with the current (today's) date set.

Adjusting the Contrast of the Display

1. Press Options.

2. Select "Adjust the Contrast".

3. Select "Increase Contrast" or "Decrease Contrast" to change the contrast level as necessary.

ADJUST CONTRAST

◄Increase Contrast ◄Decrease Contrast █ █ █ █ █ █

4. Press Clear (back arrow key) or Yes/Enter to return to the Op- tions menu.

SV62214 Rev. A

7-3

7 • System Options

Turning Features On and Off

You can turn on and off several features on your machine.

1. Press Options.

2. Press Page Down.

3. Select "Turn items ON/OFF".

4. Depending on the options available, you may have one or more features listed.

TURN FEATURES ON/OFF

◄Accounting ◄Account Passwords ◄Auto Rating

TURN FEATURES ON/OFF

◄Special Services ◄Preset Class Lookup

5. Select the feature you want to turn on or off. You will be prompted to turn the feature ON or OFF, depending on the current state of the machine.

Accounting - this turns on or off the Departmental Accounting

•

feature (see Chapter 8, Departmental Accounting).

• Accounting Passwords - this turns on or off the requirement

for operators to enter passwords when choosing a departmental account if accounting passwords are set up (see

Chapter 8, Departmental Accounting).

• Auto-Rating - this turns on or off the auto-rating feature,

which calculates the postage amount for a mail piece based on the weight, the class, and services selected.

• Special Services - this allows you to customize prompts for

the USPS® Confirmation Services feature. Items include:

Prompt Receipt - turns on or off the prompt to print a receipt

after uploading your USPS® Confirmation Services records

Upload Records - turns on or off the prompt to upload your

USPS® Confirmation Services records

Records Warning - turns on or off the prompt that notifies

you when a specified number of USPS® Confirmation Services records has been reached in your system. Key in a number between 1 and 200, and press Yes/Enter.

7-4

SV62214 Rev. A

7 • System Options

Turning Features On and Off

• Preset Class Lookup - this turns on or off the prompt for a class when you are saving a preset that has no class listed (also known as "key-in postage").

6. Depending on the features chosen, you may need to press Clear

(back arrow key) to return to the Options Menu.

Setting the Date, Time, and Timeouts

You can change the system date/time, set the date/time to day light sav ings time, change the time at which your sys tem advances the date/time to the next day, and set the amount of time your sys tem can re main in ac tive be fore re vert ing to the nor mal preset val ues.

TIME & TIMEOUTS

◄Normal Preset ◄Sleep Mode ◄Autodate Advance

TIME & TIMEOUTS

◄Correct Drift ◄Daylight Saving

Setting the Normal Preset Timer

The normal preset is a set of values (postage, ad, ac count and so on) that your machine display au to mat i cal ly returns to after a set period of time. You can set the amount of time the display takes before it re verts to the normal preset.

1. Press Options.

2. Press Page Down.

3. Select "Time and Timeouts".

4. Select "Normal Preset"

5. Key in the amount of minutes (from 1-240) be fore the system re turns to the normal pre set.

6. Select "OK". The display returns to Time and Timeouts menu.

7. Press Clear (back arrow key) to return to Options Menu.

SV62214 Rev. A

7-5

7 • System Options

Setting Sleep Mode Activation Time

You can set the amount of time the machine waits until entering "sleep mode". When the machine is in sleep mode, the display is blank and you can't process mail. You awaken the machine by merely pressing any button on the control panel.

1. Press Options.

2. Press Page Down.

3. Select "Time and Timeouts".

4. Select "Sleep Mode"

5. Key in the amount of minutes (from 1-240) be fore the system goes into sleep mode.

6. Select "OK". The display returns to Time and Timeouts menu.

7. Press Clear (back arrow key) to return to Options menu.

Setting Autodate Advance

Your system automatically advances the date at a time you specify. The date advance time is factory set to 12:00 AM. If your mail is

picked up at a certain time each day, you can set the system to advance the date at the mail pickup time. You can also turn the auto date advance feature off if you want.

1. Press Options.

2. Press Page Down.

3. Select "Time and Timeouts".

4. Select "Autodate advance".

5. Select "AM" or "PM".

6. Type in the time. Example: To enter one o’clock, type 1 - 0 - 0. To enter 12:01 o’clock, type 1 - 2 - 0 - 1. (Don't type the hyphens.)

7. Select "Continue". The display returns to Time and Timeouts menu.

8. Press Clear (back arrow key) to return to Options menu.

NOTE: If you want to turn the date advance feature off, set the

advance time to 12:00 AM.

7-6

SV62214 Rev. A

7 • System Options

Correct Drift

Sometimes, the time on the machine may need to be corrected due to internal "drift" or the activation of Daylight Saving Time.

1. Press Options.

2. Press Page Down.

3. Select "Time and Timeouts".

4. Press Page Down.

5. Select "Correct Drift".

6. You have your choice of adding or subtracting minutes from the current time displayed.

ADJUST THE TIME

Currently: 5:52 PM

◄Add 1-120 min ◄Subtract 1-120 min

A. To add minutes:

• Select "Add 1-120 min" to add minutes.

• Key in the number of minutes you need to add and select

"Continue".

B. To subtract minutes:

• Select "Add 1-120 min" to subtract minutes.

• Key in the number of minutes you need to subtract and

select "Continue".

7. The display returns to Time and Timeouts menu.

8. Press Clear (back arrow key) to return to Options menu.

Setting Daylight Sav ings Time

1. Press Options.

2. Press Page Down.

3. Select "Time and Timeouts".

4. Press Page Down.

5. Select "Daylight Saving". The display shows the cur rent set ting.

6. Select "Enable" to use Daylight Saving Time, or select "Disable" if you don't use Daylight Saving Time. Your selected setting is saved and the display returns to the Time and Timeouts menu.

7. Press Clear (back arrow key) to return to Options menu.

SV62214 Rev. A

7-7

7 • System Options

Setting Postage Values ( Funds Warnings)

You can specify values so that when your postage funds drop below a certain level, or if you try to enter too much postage for a piece of mail, the system displays a warning.

Setting the High Value Warning

You can have the system warn you when you manually key in a post age val ue that is higher than your typical value. This fea ture alerts you to a possible mistake and helps pre vent you from ac ci den tal ly print ing an incorrect post age val ue.

NOTE: The high warning value feature is effective when you

manually key in the postage value, but does not function if the internal rating feature is used.

1. Press Options.

2. Press Page Down.

3. Select "Postage Values".

4. Select "High postage amount".

SET POSTAGE VALUES

◄High postage amount ◄Low funds amount

5. Key in the value you want, including the digits to the right of the decimal point if you want a fractional value like .75 or $1.50. Select "OK".

6. Press Clear (back arrow key) to return to Options menu.

Setting the Low Funds Warning

You can set up the system so that when the postage remaining reach es a certain level, the system will remind you to add postage.

1. Press Options.

2. Press Page Down.

3. Select "Postage Values".

4. Select "Low funds amount".

5. Key in the amount you want (in whole dollars only). Select "OK".

6. Press Clear (back arrow key) to return to Options menu.

7-8

SV62214 Rev. A

7 • System Options

Changing the Lock Codes and Passwords

Setting/Disabling the Lock Code

The Lock Code feature prevents unauthorized access to your mail ing system. If you establish a lock code, then a user will need to enter the Lock Code after:

• you power-up the machine

• the machine has entered sleep mode and you need to awaken it

• you press the Lock/Power key and choose "Lock the meter", and

you want to access the machine

1. Press Options.

2. Press Page Down twice.

3. Select "LockCode/Passwords".

4. Select "Meter Lock Code". If there is an existing lock code, you are prompted to key in the 4-digit code.

PASSWORDS

◄Meter Lock Code ◄Supervisor Password

5. You then have a choice to either disable the lock code (if present) or change (or establish) the lock code.

Meter Lock Options

◄Disable Lock Code ◄Change Lock Code

A. To disable the lock code: Select "Disable Lock Code". At the "Meter Lock Code has

been disabled" message, select "Continue". B. To change or establish the lock code: Select "Change Lock Code". At the prompt, type in a new

lock code (4 digits) and select "Continue". Re-enter the new

lock code again to confirm and select "Continue". At the

"Meter Lock Code has been enabled" message, select "Con-

tinue".

6. Press Clear (back arrow key) to return to Options menu.

SV62214 Rev. A

7-9

7 • System Options

Setting/Disabling the Supervisor Password

A Supervisor password can be used to prevent unauthorized account changes within the Departmental Accounting feature. If you establish a Supervisor password, a user will need to enter this password to add, edit, or delete Departmental Accounts; and for clearing Departmental Account totals.

NOTE: You need to set up a Supervisor password also if you

want to enable Account passwords (see Chapter 8, Departmental Accounting).

1. Press Options.

2. Press Page Down twice.

3. Select "LockCode/Passwords".

4. Select "Su per vi sor Password" If there is an existing supervisor password, you are prompted to key in the 4-digit code.

PASSWORDS

◄Meter Lock Code ◄Supervisor Password

5. You then have a choice to either disable the password (if present) or change (or establish) the password.

Supervisor Options

◄Disable password ◄Change password

A. To disable the password: Select "Disable Password". At the "Supervisor Password has

been disabled" message, select "Continue". B. To change or establish the password: Select "Change password". At the prompt, type in a new

password (4 digits) and select "Continue". Re-enter the new

password again to confirm and select "Continue". At the

"Supervisor Password has been enabled" message, select

"Continue".

6. Press Clear (back arrow key) to return to Options menu.

7-10

SV62214 Rev. A

7 • System Options

Setting Scale Options

There are several options you can set with your scale such as zeroing the weight on the scale, turning the scale on/off, viewing metric weights, and saving/changing class or ZIP settings when weight changes on your scale. The scale options are accessed by pressing the selection key next to SCALE: line at the Home screen.

Dec 23 08 ≡0.00≡

◄ACCT: Sales ◄CLASS: None ◄SCALE: 0lb 0.0oz

The Scale Options menu choices are:

SCALE OPTIONS

◄Zero the scale ◄Turn Scale OFF ◄View metric weight

WHEN WEIGHT CHANGES

◄Change/Retain class ◄Change/Retain ZIP

WHEN CLASS CHANGES

◄Change/Retain ZIP

Zeroing the Scale

If you have set your machine to retain the weight from the previous package or mail piece, you will need to run this option to zero out the scale.

1. At the Home screen, press the selection key next to SCALE: line.

2. Select "Zero the scale".

3. The scale will zero out the weight and you return to the Home screen.

SV62214 Rev. A

7-11

7 • System Options

Turning Scale On or Off

You may turn on and off the scale function as necessary.

1. At the Home screen, press the selection key next to SCALE: line.

2. Select "Turn Scale OFF (or ON)".

3. You return to the Home screen with either the scale on or off.

Scale Turned On Screen

Scale Turned Off Screen

Dec 23 08 ≡0.00≡ ◄ACCT: Sales ◄CLASS: None ◄SCALE: 0lb 0.0oz

Dec 23 08 ≡0.00≡ ◄ACCT: Sales ◄CLASS: None ◄SCALE: OFF

Viewing Metric Weight

You may view the weight currently displayed on the scale in grams.

1. At the Home screen, press the selection key next to SCALE: line.

2. Select "View metric weight".

3. The current weight displays in grams.

Current weight is:

73g

◄Continue

4. Select "Continue" to return to the Home screen.

7-12

SV62214 Rev. A

7 • System Options

Setting Weight Change Options

You can set how the scale reacts regarding the class of service or ZIP code when the weight changes.

1. At the Home screen, press the selection key next to SCALE: line.

2. Press Page Down.

3. You have a choice to set the class setting or ZIP setting.

WHEN WEIGHT CHANGES

◄Change/Retain class ◄Change/Retain ZIP

A. To change Class settings, select "Change/Retain class".

Select either change class or retain class when weight changes. The current condition is listed at the bottom of the screen.

WHEN WEIGHT CHANGES

◄Change Class ◄Retain Class

(Currently Change)

B. To change ZIP settings, select "Change/Retain ZIP". Select

either change ZIP or retain ZIP when weight changes. The current condition is listed at the bottom of the screen.

WHEN WEIGHT CHANGES

◄Change ZIP ◄Retain ZIP

(Currently Change)

4. Press Clear (back arrow key) to return to the Home screen.

SV62214 Rev. A

7-13

7 • System Options

Setting Class Change Options

You can set how the scale reacts regarding the ZIP code when the class changes.

1. At the Home screen, press the selection key next to SCALE: line.

2. Press Page Down twice.

3. Select "Change/Retain ZIP".

WHEN CLASS CHANGES

◄Change/Retain ZIP

4. Select either change ZIP or retain ZIP when class changes. The current condition is listed at the bottom of the screen.

WHEN CLASS CHANGES

◄Change ZIP ◄Retain ZIP

(Currently Change)

5. Press Clear (back arrow key) to return to the Home screen.

7-14

SV62214 Rev. A

7 • System Options

Settings for Connecting to the Pitney Bowes Data Center

You can modify the settings on your machine that are used to connect to the Pitney Bowes Data Center. These include analog phone line settings (tone or pulse, dial prefix, etc.) to advanced settings such as user ID, password, and server IP address. The Data Center menu choices are:

• Uploads and Downloads

• Phone Parameters (affects analog phone line connections to Data Center)

• Distributor Values (affects both analog phone line and PC inter-

net connections to Data Center)

DATA CENTER

◄Uploads and Downloads ◄Phone Parameters ◄Distributor Values

IMPORTANT: Do not change the Data Center settings un less directed to do so by your Pitney Bowes representative.

Uploads and Downloads

Use this feature to connect to the Pitney Bowes Data Center for

software downloads, new updates, etc. See Chapter 6, Adding Post- age/Connecting to Data Center for information on when to use this

feature.

1. Press Options.

2. Press Page Down twice.

3. Select "Connect-Data Center".

4. Select "Uploads and Downloads". The system automatically dials into the center.

NOTE: Make sure the machine is connected to the Pitney

Bowes Data Center.

5. After connection is made, follow the prompts (if any). The appropriate files are downloaded and you return to the Home screen.

SV62214 Rev. A

7-15

7 • System Options

Phone Parameters (for analog line connection to Data Center)

This menu option allows you to modify the phone con nec tion settings on your machine (tone or pulse, dial prefix, etc.) when using an analog phone line to connect to the Pitney Bowes Data Center.

PHONE PARAMETERS

◄Tone/Pulse ◄Dialing Preﬁ x ◄Change PbP Number

PHONE PARAMETERS

◄Modem Parameters

Selecting Tone/Pulse

Use this to tell the system whether you have a tone or pulse type phone.

1. Press Options.

2. Press Page Down twice.

3. Select "Connect-Data Center".

4. Select "Phone Parameters".

5. Select "Tone/Pulse".

6. Select Tone or Pulse, whichever is appropriate. The display shows the new setting.

7. Press Clear (back arrow key) to return to Data Center menu.

8. Press Clear (back arrow key) to return to Options menu.

Entering the Dial Prefix

Use this if you need to dial a prefix number (like 9) to get an out side line.

1. Press Options.

2. Press Page Down twice.

3. Select "Connect-Data Center".

4. Select "Phone Parameters".

5. Select "Dialing Prefix".

6. Key in the prefix number you want (such as a "9").

7. Select "OK". You return to the Data Center menu.

8. Press Clear (back arrow key) to return to Options menu.

7-16

SV62214 Rev. A

7 • System Options

Change Postage By Phone® (PbP) Number

NOTE: Use this if you need to change the number for Postage By

Phone® but only if you are directed to by a Pitney Bowes representative.

1. Press Options.

2. Press Page Down twice.

3. Select "Connect-Data Center".

4. Select "Phone Parameters"

5. Select "Change PbP Number".

6. A warning that you should only change this number if instructed

to by Pitney Bowes displays. Press Yes/Enter to continue, or No to return to the Data Center menu.

7. Press Clear (back arrow key) to delete the existing phone num-

ber.

8. Key in the new phone number (excluding prefix).

9. Select "OK". You return to the Data Center menu.

10. Press Clear (back arrow key) to return to Options menu.

Change Modem Parameters

NOTE: Use this if you need to change the modem settings used

to dial into the Pitney Bowes Data Center but only if you are directed to by a Pitney Bowes representative

1. Press Options.

2. Press Page Down twice.

3. Select "Connect-Data Center".

4. Select "Phone Parameters".

5. Press Page Down

6. Select "Modem Parameters".

7. A warning displays telling you that you should only change this

number if instructed to by Pitney Bowes. Press Yes/Enter to continue or No to return to the Data Center menu.

8. Key in the new modem parameters (they will contain both alpha and numeric characters) as given by your Pitney Bowes agent.

9. Select "Set New Value". The display will show "Modem Init String has been updated".

10 Select "Continue". You return to the Phone Parameters menu.

11. Press Clear (back arrow key) twice to return to Options menu.

SV62214 Rev. A

7-17

7 • System Options

Distributor Values

(affects both analog line and PC internet connections to Data Center)

This option allows you to modify the parameters that your machine uses to connect to the Pitney Bowes Data Center. A brief description of each parameter is provided on the next page.

IMPORTANT: Do not change the Distributor Values un less directed to do so by your Pitney Bowes representative.

To access the Distributor Values:

1. Press Options.

2. Press Page Down twice.

3. Select "Connect-Data Center".

4. Select "Distributor Values".

5. Select the parameter you want to modify from the list appearing

in the display. Use Page Down if needed to access your choice.

SELECT TO VIEW/EDIT

◄Account & User ID ◄Global Password ◄ANI/LCZ Server IP

SELECT TO VIEW/EDIT

◄ANI/LCZ Server Port ◄Primary DNS Server ◄Secondary DNS Server

SELECT TO VIEW/EDIT

◄Distributor URL ◄Backup PbP URL

6. A warning message displays that reminds you that entering a wrong value may result in errors connecting to the Data Center. If you want to continue, press Yes/Enter; otherwise, press No to return to the Select to View/Edit menu.

7-18

SV62214 Rev. A

7 • System Options

Distributor Values (continued)

7. Key in a new entry for that parameter (some entries may require alpha-numeric characters). When finished, either select "Restore Default" (if you made a mistake or changed your mind) or "Set the new value" (if you are satisfied with your new entry).

8. If you have changed a parameter, a message confirming the new setting displays. If you selected "Restore Default", a message informing you that the parameter has been set to the original Factory setting displays. In either case, select "Continue" to return to the Select to View/Edit menu.

9. Press Clear (back arrow key) to return to Options menu.

Account and User ID

This is the account number and the user ID that your sys tem uses to dial into the internet service provider (ISP) that allows you to connect to Pitney Bowes.

Global Password

This is the password your system uses to dial into your internet service provider.

ANI/LCZ Server IP

This is the internet address of the Automatic Number Iden ti fi ca tion (ANI)/Least Cost Zone (LCZ) server that iden ti fies your system and routes your call to a zone that en sures the lowest cost for the connection.

ANI/LCZ Server Port

The server port number identifies the port number on the ANI/LCZ server to which your system connects.

Primary DNS Server

This is the internet address of the Pitney Bowes primary domain name server (DNS). The domain name server con verts your system name to its IP address.

Secondary DNS Server

This is the internet address of the Pitney Bowes sec ond ary domain name server (DNS).

Distributor URL

The Universal Resource Locator (URL) of the web page to which your system connects.

Backup PbP URL

The Universal Resource Locator (URL) of the backup web page to which your system connects.

SV62214 Rev. A

7-19

7 • System Options

Advanced Options

Advanced options allow you access to features that are used very infrequently such as Intra BMC Zips, meter withdrawal, etc. The Advanced Feature menu includes:

• Manage USPS Bowes publication SV61156 for information on this optional fea-

ture). Visit our website (see page v) and enter "SV61156" in the

search box on the home page to locate and view this document.

• Maintenance Mode (refer to Chapter 10, Maintenance for infor-

mation on this option)

• Intra BMC ZIPs (bulk mail center designations used in pre-sorting certain classes of mail)

• Change Language

• Meter Withdrawal (for withdrawing postage funds from your system and for taking your system out of service)

• Run Install Mode

ADVANCED FEATURES

◄Manage Conf Records ◄Maintenance mode ◄Intra BMC ZIPS

Confirmation Delivery Records (refer to Pitney

ADVANCED FEATURES

◄Change Language ◄Meter Withdrawal ◄Run Install Mode

7-20

SV62214 Rev. A

7 • System Options

Intra BMC ZIPs

If you ship parcels locally using the parcel post class of USPS®, you may be eligible for shipment discounts by setting up Intra-BMC (Bulk Mail Center) ZIP Code groups.

To do this, first obtain a postal zone chart that is specific to your ZIP Code from your local post office. Use the postal zone chart to determine if the ending ZIP Code of the parcel falls within your BMC Zone. If it does, the parcel is eligible for an Intra-BMC parcel post rate.

Follow the steps below to setup up Intra-BMC ZIP Code groups.

1. Press Options.

2. Press Page Down twice.

3. Select "Advanced Features".

4. Select "Intra BMC ZIPS".

5. You have a choice to create, edit, or delete an Intra BMC ZIP group.

NOTE: If you have never used this feature before, only "Cre-

ate a new group" displays.

INTRA BMC ZIP GROUPS

◄Create a new group ◄Edit existing group ◄Delete a group

7. If you want to create a new group, select "Create a new group". A. Key in the first 3 digits of beginning ZIP and select "OK". B. Key in the first 3 digits of ending ZIP and select "OK".

8. If you want to edit a group, select "Edit existing group". A. Select the group from the list provided. B. Key in the first 3 digits of beginning ZIP and select "OK". C. Key in the first 3 digits of ending ZIP and select "OK".

9. If you want to delete a group, select "Delete a group". A. Select the group from the list provided that you want to delete. B. Press Yes/Enter at the confirmation prompt to delete.

10. Press Clear (back arrow key) twice to return to Options menu.

NOTE: When rating a parcel using the Parcel Post class and the

system recognizes a destination ZIP Code that falls within an Intra-BMC zone that you’ve established, it will use the discounted Intra-BMC rate instead of the normal parcel rate.

SV62214 Rev. A

7-21

7 • System Options

Change Language

The machine is capable of displaying all screens, operator prompts, and options in either English or Spanish (Español). English is the default language when the machine is initially powered up. To change the screens to Spanish (or back to English when Español is selected):

1. Press Options.

2. Press Page Down twice.

3. Select "Advanced Features".

4. Press Page Down once.

5. Select "Change Language".

6. Select the desired language, English or Español

Your system will return to the first Advanced Features screen in the new language. To return to the Main screen press Home. The language you selected will remain in effect until it is changed again.

Meter Withdrawal (Withdrawing Postage Funds)

For a meter withdrawal, you need to move the remaining balance of postage from your machine into your Postage By Phone® Account. Normally this is done if you are no longer going to use the machine.

NOTE 1: Contact Pitney Bowes ﬁ rst before withdrawing funds.

NOTE 2: Machine must be connected to the Pitney Bowes Data

Center.

1. Press Options.

2. Press Page Down to the third screen.

3. Select "Advanced Features".

◄Advanced Features

7-22

OPTIONS

SV62214 Rev. A

7 • System Options

Meter Withdrawal (Withdrawing Postage Funds)

4. Press Page Down to the second screen.

5. Select "Meter Withdrawal".

ADVANCED FEATURES

◄Meter Withdrawal

6. Select "Transfer all funds from meter to PBP account".

REMOVE FUNDS

◄Transfer all funds from meter to PBP account

7. The system dials into the Pitney Bowes Data Center (this may take a few moments). Various screens displays, letting you know the status of the process.

8. The Transfer Successful screen displays. Select "Continue".

TRANSFER SUCCESSFUL

Funds moved to PBP account $xxx.xx

◄Continue

9. At the prompt "Print Funds Report?", press Yes/Enter and insert envelope/tape sheet through machine (see sample below) OR simply press Home. "Out of Service" appears on the display.

Used: $464 . 270 Available: $000 . 000 Total Pieces: 735

Funds

Report

Control Sum: $464 . 270

NOTE: "Available" should show a zero ($000.000) dollar amount.

Batch Count: 733 Batch Value: $464 . 270 PBP Serial No.: 0011969

SV62214 Rev. A

JAN 07 08

9:55P

7-23

7 • System Options

Run Install Mode

Running “Install Mode” allows you to review, and change if desired, most of the values that were selected when the machine was first installed via the procedure in the Quick Install Guide. This option provides a convenient location to set several values all at once. Parameters that may be set by running the Install mode include:

• Select a language

• Key in the correct local time

• Print a test pattern

• Enter the two-digit scale location code

• Set the dialing prefix (the number you have to dial to get an outside line)

To run the install mode:

1. Press Options.

2. Press Page Down twice

3. Select "Advanced Features".

4. Press Page Down once

5. Select "Run Install Mode".

At this point you will be presented the option to select a language, which is the first step of the install procedure. Simply follow the screen prompts until you reach the “Installation Successful” screen. Select "OK" and you will be returned to the main screen with your new values active.

7-24

SV62214 Rev. A

8 • Departmental Accounting

Overview of the Accounting Feature

If you have the accounting feature, you can set your sys tem up to track post age costs incurred by de part ments or in di vid u als in your organization (e.g., En gi neer ing, Sales, Jim Smith, etc.). The number of accounts available on your system is based on the amount purchased. Your sys tem stores the fol low ing in for ma tion for each ac count:

• A name up to 12 alphanumeric characters long.

• An account number.

• The item total. This is the total number of pieces of mail charged to an account since it was last cleared.

• The value total. This is the total amount of postage charged to an account since it was last cleared.

• An account password (if set up)

The maintenance of your accounts is done through programs on the Accounts menu (below), accessible by pressing the selection key

next to ACCT: line at the Home screen (if the feature is activated).

Dec 23 08 ≡0.00≡

◄ACCT: Sales ◄CLASS: None ◄SCALE: 0lb 0.0oz

Each Accounts menu option is discussed in this chapter.

◄Select an account ◄Create an account ◄Delete an account

◄Edit an account ◄Display acct totals ◄Clear an account

8-1

ACCOUNTS

◄Clear all accounts ◄Turn accounting OFF ◄Acct Passwords

SV62214 Rev. A

8 • Departmental Accounting

Activating Accounting and Setting Up Your Accounts

Use the table below to step you through the process of setting up the Accounting feature and determine whether to use passwords on individual accounts. The table covers the entire "life cycle" of an account.

Step Action Description/Procedure

Turn On

Accounting Feature

Create a

Supervisor Password

Turn On

Accounting Passwords Option

Turns on the Accounting feature. This is necessary before you can create accounts.

1. Press Options.

2. Press Page Down.

3. Select "Turn items ON/OFF.

4. Select "Accounting".

5. Select "Turn Accounting ON".

If you establish a Supervisor password, a user will need to enter this password to add, edit, or delete Departmental Accounts; and for clearing Departmental Account totals. Also, you need to set up a Supervisor password before you can enable Account passwords. If you don't need this option, or you don't need passwords, you can skip to step 4.

1. Press Options.

2. Press Page Down twice.

3. Select "LockCode/Passwords".

4. Select "Su per vi sor Password".

5. At the prompt, type in a password (4 digits) and select "Continue". Re-enter the new password again to confirm and select "Continue".

6 At the "Supervisor Password has been en-

abled" message, select "Continue".

Turns on the requirement for all operators to enter passwords when choosing an account (if a password has been established for an account).

1. From Home screen, press the selection key next to ACCT: line to display the Accounts menu.

2. Press Page Down twice and select "Acct Passwords".

3. Select "Turn Passwords ON". You return back to the Accounts menu.

8-2

SV62214 Rev. A

8 • Departmental Accounting

Activating Accounting and Setting Up Your Accounts

Step Action Description/Procedure

Create

Account

Maintain (Edit)

Account

Select

Account

View/Print

Account Totals

Clear Accounts Allows you to clear the postage totals on accounts

Delete

Accounts

Sets up your account name (and password if de-

sired). See Creating an Account later in this chap-

ter for procedure.

Allows you to change the name and/or password

of an account. See Editing Account Names and Passwords later in this chapter for procedure.

Allows you to choose the specific account for recording postage.

1. From Home screen, press the selection key next to ACCT: line.

2. Select "Select an account".

3. Press Page Down to see more choices (if lit). Select an account.

NOTE: If a password has been assigned to

this account, you will be prompted to enter one. Key in the 4-digit password if necessary.

4. You return to the Home screen with the name of the account listed below the date and amount line.

Allows you to see the accumulated totals for this account.

• For viewing totals, see Displaying Account Totals later in this chapter for procedure.

• For printing totals, see Printing a Single Ac-

count Report or Printing a Multi-Account Summary Report later in this chapter for procedure.

(for example, at the beginning of a new fiscal year)

• For a single account, see Clearing an Ac-

count later in this chapter for procedure.

• For all accounts, see Clearing all Accounts

later in this chapter for procedure.

Allows you to delete an account. See Deleting an

Account later in this chapter for procedure.

SV62214 Rev. A

NOTE: Make sure you really want to delete

an ac count. Once you do, the account in for ma tion is gone.

8-3

8 • Departmental Accounting

Turning On Accounting

1. At the home screen, press Options.

2. Press Page Down and select "Turn items ON/OFF".

◄Turn items ON/OFF ◄Time and Timeouts ◄Postage Values

OPTIONS

3. Select "Accounting".

TURN FEATURES ON/OFF

◄Accounting ◄Account Passwords ◄Auto Rating

4. Select "Turn Accounting ON". If a Supervisor password has been enabled, you are prompted to enter one. Key in the 4-digit password if necessary. You return back to the Home screen.

5. From the Home screen, press the selection key next to the ACCT: line to display the Accounts menu.

6. Select "Select an account".

◄Select an account ◄Create an account ◄Delete an account

ACCOUNTS

7. The "Select an Account" screen displays (a sample is shown below). Press Page Down to see more choices (if lit). To select an account:

SELECT AN ACCOUNT

◄1 (Use keypad) ◄0 None ◄2 Sales

A. You may either key in the first digit of the account number if

you know it and press Yes/Enter, OR

B. Use the appropriate selection key next to the display.

8-4

SV62214 Rev. A

8 • Departmental Accounting

Turning On Accounting

8. If a password has been assigned to this account, you will be prompted to enter one. Key in the 4-digit password if necessary.

9. You return to the Home screen with the name of the account listed (the example below shows "Sales" as the account chosen).

Dec 23 08 ≡0.00≡

◄ACCT: Sales ◄CLASS: None ◄SCALE: 0lb 0.0oz

Turning Off Accounting

You can temporarily turn off the Departmental Accounting whenever you wish.

NOTE: You will not be tracking postage by account when this fea-

ture is turned off.

1. From Home screen, press the selection key next to ACCT: line to display the Accounts menu.

2. Press Page Down twice and select "Turn accounting OFF". If a Supervisor password has been enabled, you are prompted to enter one. Key in the 4-digit password if necessary.

◄Clear all accounts

ACCOUNTS

◄Turn accounting OFF ◄Acct Passwords

3. You return to the Home screen with no account displayed (see example below).

Dec 23 08 ≡0.00≡

◄CLASS: None ◄SCALE: 0lb 0.0oz

SV62214 Rev. A

8-5

Pitney Bowes SV62214 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Pitney Bowes Contact List

Table of Contents

1 • Introduction

What's in this Guide

About Your Digital Mailing System

Postal Requirements

Sections of the Meter Stamp

What is IntelliLink™?

Other Sources of Information

Specifications

Important Safety Notes

Important Telephone Safety Instructions

2 • Getting to Know Your System

Parts of the Machine

Control Panel

Connections on Back of Machine

3 • Running Mail

Home Screen

Checking Funds ( Postage) Availability in Machine

Applying Postage

Keying In the Postage Directly

Entering Weight Manually

Using the Weighing Platform (Scale)

Using Differential Weighing

Selecting an Account to Track Postage

Using the Batch Count Feature

4 • Printing Options

Printing Options

Sections of the Meter Stamp

Printing a $0.00 Meter Stamp

Auto-Advance of Printed Date for the Meter Stamp

Manually Changing Printed Date for the Meter Stamp

Bypass all Printing and Seal the Envelope Only

Omitting/Restoring Day or Date on the Meter Stamp

Adding/Removing a Postal Inscription to Meter Stamp

Adding/Removing an Envelope Ad to the Meter Stamp

Printing the Date and Time Only (no meter stamp)

Printing an Ad, Date, and Time Only (no meter stamp)

Adjusting Horizontal Print Position of Meter Stamp

5 • Normal and Custom Presets

What is a Preset?

Why Should I Use Presets?

Why Should I Always Include a USPS® “Class” in my Preset?

Normal Preset

Custom Presets

Postage and Your Machine

Establishing Communications Between Your Machine and the Pitney Bowes Data Center

Downloads from the Data Center to Your Machine

Using PC Meter Connect™ to Establish Communications with the Data Center (Preferred Method)

Using Analog Phone Line to Establish Communications with the Data Center (Alternate Method)

Checking Funds ( Postage) Availability in Machine

Checking Your Postage By Phone® Account Balance

Adding Postage

Printing a Funds (Postage) Report

Downloading Files or Updating System

7 • System Options

System Options

Basic Options

Advancing the Date on the Machine

Setting the Machine to Today's Date

Adjusting the Contrast of the Display

Turning Features On and Off

Setting the Date, Time, and Timeouts

Setting Postage Values ( Funds Warnings)

Changing the Lock Codes and Passwords

Setting Scale Options

Settings for Connecting to the Pitney Bowes Data Center

Advanced Options

Intra BMC ZIPs

Change Language

Meter Withdrawal (Withdrawing Postage Funds)

Run Install Mode

8 • Departmental Accounting

Overview of the Accounting Feature

Activating Accounting and Setting Up Your Accounts

Turning On Accounting