PostBase
®
Vision Semi-Auto
Quick Start Installation Guide
- Please allow 45 minutes for PostBase ® Installation.
Note: Direct Debit postage funding takes 1-2 business days to set up.
Unlock your Postage Machine (over the phone)
1
Unlock Your PostBase
®
Vision
FP Mailing Solutions
140 N. Mitchell Ct.
Addison, IL 60101
United States
800-341-6052 www.fp-usa.com
Shipment Packing List
August 17, 2011
Page 1 jdoe
Order No. RO1234567 Customer No. 512345678
Purchase Order No.
1
Total Packages 1 Ship-to
Phone:
ABC CORPORATION
JOHN JOHNSBURG
123 MAIN STREET
MAILING, US 12345
United States
1234567890
Package No. Shipping Agent Shipping Agent Service External Tracking No. Weight
PK000000000 FEDEX 2Day 111111111111 7
Type
Resource
Item
Resource
Fixed Asset
Fixed Asset
Fixed Asset
Resource
Resource
Resource
Resource
Resource
Resource
No.
PACCT50
PACKAGE
PAD30
PB0061800155
PBASEP000415
PFS0EPF00196
PREPORT1
PSCALE15
PSPEED65
PTEXT12
RGPOST
UNL
Description Serial No. Quantity
POSTBASE #ACCOUNTS 50 1
1
POSTBASE ADVERTS 30
POSTBASE METER COMMERCIAL 7777777
1
1
POSTBASE BASE/LABEL/SCALE EP000123 1
POSTBASE AUTO FEEDER/SEALER EPF00156 1
REPORTONE SOFTWARE ACTIVATION
POSTBASE SCALE 15LB
POSTBASE SPEED 65LPM
POSTBASE TEXT MESSAGES 12
POSTBASE RATEGUARD 5-15LB
UNLIMITED RESETS
2
1
1
1
1
1
1
1. Locate the Shipment Packing List included in the box; Identify your
Customer ID/ Number (#1) and
Postal/ Meter Serial Number, which starts with 118 (#2) on this form.
2. Call FP @ 866-750-7570 , then select option 1 to look up your 4-digit
PIN. This PIN will not be used for anything else, and does not need to be retained.
3. Key in your Customer ID/ Number
(#1), Zip Code, and Postal/ Meter
Serial Number (#2) into the phone as directed by the prompts.
Setting Up Your Online Customer Portal & Funding Your
Postage Account (on a computer)
2
Register for Online Customer Portal
- You must to set up your Online Customer Portal Account before continuing.
1. Visit the Customer Portal: www.myfp-portal.com
(We recommend using a desktop computer for this section).
2. Underneath the login button, select “Click Here to Register” to create an account
3. Enter your “Customer ID/ No.” (#1 on Packing List).
4. Choose “PSN” Postal/ Meter Serial Number (#2 on Packing List). This is an all numeric number on your packing list, starting with 118. Click on “Continue”.
5. Complete the Registration.
First Name
Last Name
Email Address
New Password
Accept Terms & Conditions
If you want to receive marketing materials
6. You will receive an email with an activation link to complete your registration.
3
Funding Your Postage Account
- You cannot fully install your machine until there are funds in your online or reset debit postage account.
1. Decide how you would like to pay for postage, Do you want to set up eCheck/
Credit card, or pull directly from your bank account (Direct Debit)?
2. Decide if you would like to fund your postage via an:
Online Postage Account:
Funds are posted to your online account via MyFP Customer Portal, users then download postage onto the machine from your online account.
• Credit Card: Postage will charge the credit card you set up (limits and fees apply), to your online account. This option is instant. (Go to Step 4)
• eCheck: Postage will be submitted by eCheck to the bank you set up (limits and fees apply), to your online account. This option is instant.
(Go to Step 4)
• Debit-on-Demand (Direct Debit): Postage will draw from the bank account you set up, to your online account. This option takes 1-2 business days to set up. (Go to Step 5)
Reset Debit Account:
Allows (specific) users to download funds directly on your postage meter without the need to fund your online postage account.
• Reset Debit (Direct Debit): Postage will draw directly from the bank account you set up, to your machine. This option takes 1-2 business days to set up. (Go to
Step 6)
INST118
4
Funding Your Online Postage Account via Credit Card/ eCheck
- These steps will need to be done from the MyFP Customer Portal every time you add funds to your Online Postage Account via Credit Card/ eCheck.
1. On the Customer Portal: www.
myfp-portal.com
hover over
“Account Management” and choose “Purchase Postage”.
2. In the Available Postage section, click the “Add
Postage” button.
2. In the Direct Debit section, click the“Set it Up” button. Select
“Debit on Demand” & fill out your banking information.
3. Choose amount in the bullets & click Next.
4. Select Payment Method:
Choose eCheck or Credit Card, and add payment information.
- You can save Credit Card & eCheck payment method for future use.
5. Summary page shows selected options. If correct, select confirm.
6. Continue to step 7.
5
Funding Your Online Postage Account via Debit-on-
Demand
1. On the Customer Portal: www.
myfp-portal.com
hover over
“Account Management” and choose “Purchase Postage”.
3. A summary of what you selected will show. If multiple users are enabled for the account you may choose optional password protection for the direct debit banking information. Confirm your selections.
4. Check your login email for the authorization form, or download from the confirmation page. Fill it out, and send to the email listed on the form.
- This will take 1-2 business days to be approved. Please stop installation at this time. Return to the portal after 1-2 business days to confirm account activation, and resume once account is active.
5. Once approved: go to Step 4, and follow the steps (Choosing Direct Debit in
Step 4) to fund your Online Postage Account.
6. Continue to step 7.
6
Funding Your Reset Debit Account
Once set up and approved, you do not have to go online to add funds to your postage meter, please go directly to your postage meter.
- If set up, Reset Debit will be your standard payment method until you go back into the online portal and change your payment authorization to allow Online
Postage Account funding.
1. On the Customer Portal: www.myfp-portal.com
hover over “Account Management” and choose “Purchase
Postage”.
2. In the Direct Debit section, click the“Set it Up” button.
Select “Reset Debit” & fill out your banking information.
9
Attach Scale Platform
1. Lower the Scale Platform onto the metal integrated scale post on top of the
PostBase ® .
2. Make sure the long groove is facing the front of the machine.
10
Connect Catch Tray
1. Insert Catch Tray Bracket into the Catch Tray.
2. Gently raise the right hand side of the PostBase ® as indicated by the arrow.
3. Slide the Catch Tray up to the right side of the PostBase ® .
4. Gently lower the PostBase ® Machine over the Catch Tray’s locking clips.
3. Summary of what you selected will show & confirm your selections.
4. Check your login email for the authorization form, or download from the confirmation page. Fill it out, and send to the email listed on the form.
- This will take 1-2 business days to be approved. Please stop installation at this time. Return to the portal after 1-2 business days to confirm account activation, and resume once account is active.
7
Finding Your R-PIN
- You will need this R-PIN on step 20 to install your machine
1. While on the Customer Portal: www.
myfp-portal.com
Click on “My
PostBase ® ”
2. View 6-digit R-PIN on the dashboard, and retain for use on step 20 to install your machine. (Do not skip to this step!)
_____ _____ _____ _____ _____ _____
Unpacking Your Machine
View on YouTube:
Unpacking
https://www.youtube.com/watch?v=_AhuwAMC_Qs
8
Checking the Contents of the Package
9 10
7
8
1
4
5
2
3
11
6
Box #1 - PostBase ® Contents
1. PostBase ® Mailing Machine (with Stylus)
2. Scale Platform
3. Ink Cartridge Set
4. Manual Sealer
5. Power Cable
6. Ethernet Cable
7. Catch Tray and Stop
8. Labels
9. Installation and Safety Brochure
10. Quick Reference Guide Leaflet
11. (Optional) Bottle of SEALIT Sealing Liquid
Assembling Your Machine
View on YouTube:
Hardware Assembly & Connections
https://www.youtube.com/watch?v=daYcPZQ4sCg&t=1s
(Note: Both the PostBase ® and Catch Tray should be flush.)
11
Attach Manual Sealer to the PostBase
®
Vision Machine
1. Place the sealer to the left of the PostBase ®
2. Slide the Manual Sealer up to the left side of the PostBase ® .
3. Gently lower the PostBase ® over the Manual
Sealer’s locking clips.
(Note: Both the Manual Feeder and PostBase ® should be flush.)
12
Fill the Manual Sealer with Liquid
1. Swivel the cover of the filling opening to the side.
2. Fill sealer with SEALIT sealing liquid. Check the filling level.The sealer should be filled roughly up to the “max” mark.
3. Close the filling opening with the cover.
13
Insert Labels in Label Dispenser
1. Press the Label Dispenser slot as shown by the arrow, to open.
2. Insert labels in the Label Dispenser. (Labels will have an arrow printed on them showing which direction they go in the PostBase ® .)
14
Connect Power and (optional) Ethernet
Power Cable
Ethernet Cable 1. Attach the female end of the
Power Cord to the back of the
PostBase ® Machine as shown; plug the male end into a nearby power outlet.
2. If you want the PostBase ® Vision to use the wired connection:
Connect one end of the Ethernet
Cable to the back of the
PostBase ® Machine as shown; plug the other end into a nearby
Ethernet outlet.
- PostBase ® Vision has internal Wi-Fi capabilities, Ethernet cable not necessary if you use Wi-FI. (Wi-Fi Setup is on Step 18. Do not skip ahead!)
IN_PM_VISIONIG_01 (3/11/2022)
Initialization of Your Machine
View on YouTube:
Initialization
https://www.youtube.com/watch?v=Aq5x04nRlL4
15
Power On Your PostBase
®
1. Push the Power Button on the front of the
PostBase ® Machine. Stylus is located on the back of the screen.
2. The LCD Touch Screen will illuminate and will begin the installation process.
- System startup takes up to 2 minutes, please wait until instructions appear on the LCD Touch Screen to complete machine setup.
18
Wi-Fi Setup
1. The screen will display “There are connectivity setting saved”, to connect to Wi-
Fi press “Settings”.
2. Press “Change” to continue.
3. Select Wi-Fi, and press “Continue”.
20
R-PIN
- If you enter the R-Pin incorrectly 3 times the machine will lock.
1. Enter your 6-digit R-PIN, press ”Continue”
Note: Your R-PIN was retrieved on Step 7 through: www.myfp-portal.com
and was sent by mail.
2. PostBase ® will begin updating and may take up to 10 minutes; Once the system is updated, it must be restarted by pressing
“Reboot”.
- If you enter the R-Pin incorrectly 3 times the machine will lock.
Please contact FP (800-341-6052) to unlock your machine.
21
Install Ink Cartridge
1. Press “Continue” to start installation of ink cartridge. Please wait for front Ink
Cartridge Cover to open automatically.
4. Choose your wireless network and press “Continue”, input Wi-Fi Password.
23
First Postage Download
1. Make sure your Online Postage Account is set up and funded, or you’ve set up reset debit properly. If you have questions see steps 3-6.
2. Enter in desired amount of postage to be drawn from your online postage account (Credit Card, eCheck or Debit-on-Demand), or bank account (Reset
Debit). Requires a minimum of $10, must be in $10 increments, press “Load” to continue.
3. Confirm the amount by pressing “Yes” Postage will begin downloading immediately; this process may take up to 2 minutes.
On-Screen Postage Meter Setup
16
Choosing your language
1. Choose your appropriate language, press
“continue”.
17
Ethernet/LAN Set-up
Note: If you would like to connect via Wi-Fi, please navigate to next step.
1. The screen will display “There are connectivity settings saved”, press “Settings” to show current status.
2. Confirm your IP address has been detected, press “back”, then press “continue”.
If no connection is established, the connectivity settings must be adjusted: Tap
“Change” to open the entry wizard for setting up the network connection.
19
Network Settings
1. DHCP - Default is “Enabled” Press
“Continue”.
(If your company’s network settings require a static IP-Address, select
“Disabled” and press “Continue” and follow the prompts to enter the static
IP-Address.)
2. Proxy-Server: Default is “Disabled”
Press “Continue”.
(If your company uses a proxy server, select “Enabled” and press “Continue” to enter your proxy server address.)
3. Connectivity Settings: Confirm Changes and hit “Save”.
3. Select “Ethernet/LAN”, and press
“Continue”.
- If no IP address is detected: First make sure your Ethernet Cable is plugged in; if not, plug in and restart your machine by holding down the power button, then repeat these steps.
4. Once you press “Continue”, see Step 19 for network settings.
LAN Wi-Fi
- Machine will make an initial attempt to confirm connection, if error, please repeat these steps. If error continues, please confirm your DHCP and Proxy settings with your company’s IT department.
2. Prepare Ink Cartridge by removing the safety strip (nozzle protection).
3. Insert Ink Cartridge into the ink cartridge holder, with the print head and contacts toward the back of the PostBase ® .
4. Press down firmly on cartridge to lock in place.
LE D
Catch
5. Gently close the Ink Cartridge Cover.
- Print head will now be calibrated and cleaned; this may take up to 2 minutes.
22
Adjustment of Ink Cartridge
1. Touch Screen will prompt you to do a test imprint as shown.
2. To begin adjusting the ink cartridge, feed an envelope through the system as shown, then review the printed lines to confirm the straightest horizontal and vertical line.
3. Press “Change” and manually enter the straightest vertical and horizontal lines as prompted.
4. Another test imprint will be required until the end result for the straightest horizontal and vertical lines is 5 and
5; when you achieve this result, press
“Finish”.
5. Your registration process is now beginning, press “Continue” to confirm your connectivity settings.
- Your machine is now registering. Please do not interrupt this process! This may take up to 5 minutes.
You’re Finished, Congratulations!
You have successfully set up your PostBase ® .
If you have additional questions refer to the included Operator Manual to learn about the features and functions of the system or visit our online Help Center at: www.fp-usa.com/postbase-vision-support
M a n g s y s t e m
O p e r a t o r M a n u
F t s t p s a l
Included features through MyFP Online Customer Portal
Vision360
Postal Analytics and Reporting
Gain insight into your postal expenditures to better monitor, manage and control costs. Vision360 provides convenient online access to postal analytics and reporting for simple mail management. Conveniently view, print or download reports in PDF, Excel or .csv formats.
Key Features
• Graphical overview of history and trends
• Postage and ink availability
• Potage usage trend
• Postal class usage
• Savings tips and best practices
• Selectable date ranges
• Report sorting options
For help with Vision360 visit our Help Center: https://www.fp-usa.com/vision360-support
FP Parcel Shipping
Ship. Track. Save.
Equipped with the USPS ® shipping rates with the option to add multi-carrier shipping, this online shipping application allows you to easily compare rates and print shipping labels with the tracking barcodes for the carrier and service selected.
Key Features
• Discounted Commercial Plus ® Pricing
• Free insurance on Priority Mail ® and Priority Mail Express ®
(up to $100 value)
• CASS address correction and validation
• Package tracking dashboard with email notifications
• Add-on multi-carrier rate shopping option
For help with FPPS visit our Help Center: https://www.fp-usa.com/fp-parcel-shipping-support
