Quadient iX-3 Series User Guide

How to Add (or Cancel) a Text on the Stamp

on page

213.

To select a Text, see

on page 208.

Check or change the Date or Date Format :

Select Date and then select a date option in the Date advance screen. Select

Today's date for printing today's date. For more details, see

How to Change the

Date

on page 81.

Press or to return to the home screen.

Select a rate and add services .

Press to open the Rate selection screen.

Type a rate number to select a rate or display new rate options.

For more details, see

Selecting a Rate

on page 63.

You are now ready to print.

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How to Process [Standard] Mail

Mail processing mainly depends on the weighing method you have chosen. It is indicated by the icon in the Weighing Type zone of the screen.

In modes (Manual Weight Entry , no weight ...):

From the [ Standard ] home screen:

Press . System motors start running.

Insert the envelope into the mail path against the rear-guide wall, with the side to be printed facing upwards.

The Mailing System applies postage and the envelope is ejected.

In mode Standard Weighing ( ):

From the [ Standard ] home screen, to print postage directly on mail pieces:

Put the mail piece on the Weighing Platform.

The weight of the mail piece is displayed in the Weight area of the screen and the postage amount is updated.

Press . The system motors start running.

If the Smart Start function is activated, the motors start automatically when you withdraw the mail piece from the weighing platform. To enable Smart Start, see

How to Activate

/ Deactivate Smart Start

on page 183.

Remove the envelope from the WP and insert it into the mail path against the rear-guide wall, with the side to be printed facing upwards.

The Mailing System prints postage and the mail piece is ejected.

In optional mode Differential Weighing (

From the [ Standard ] home screen:

Place the stack of mail to process on the Weighing Platform, then follow the instructions on the screen or the steps below.

Remove the first mail piece from the top of the stack. The Mailing System displays weight and postage on the home screen and starts motors automatically.

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To print the stamp, insert the mail piece into the base against the rear-guide wall, with the side to be printed facing upwards.

If you want to seal the envelope, first engage the flap into the moistener (option). Do not try to moisten self-adhesive envelopes.

The Mailing System applies postage and the mail piece is ejected.

Repeat the previous step for each piece of mail.

To quit the process at any time, press .

When you remove the last object from the Weighing Platform, the Mailing System will ask if you want to print it. You can answer Yes or No.

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How to Add Insurance

You can add insurance coverage for your mailpieces to protect against loss or damage.

Insurance fees are based on the item’s declared value. There are limitations for insuring some products and certain items. Some types of mail classes may include insurance in the price of service.

Place the item on the weighing platform and press .

Select Services [7].

Select Other [5].

Select Insurance [1].

Enter the dollar amount to insure your shipment for.

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Press the [OK] button twice to save and exit to the home screen. The total cost is now displayed on the screen.

- Not all mail classes may offer insurance.

- Be sure to use the correct label for the service you want.

Dimensional Weighing - Automatic

USPS & Dimensional Weighing

When processing items using:

• Priority Mail

• Priority Mail Express

• Parcel Select

• Retail Ground

The USPS is adopting DIM weight pricing. Dimensional weight involves factoring the box size into pricing. If the dimensional weight exceeds the actual weight, the shipping rate is based on the dimensional weight instead. Essentially, the bigger the box, the higher the cost.

• This change will affect all shipments of packages or parcels in the specified Rate

Classes.

• The new rate software will allow input of the package dimensions and automatically calculate the corresponding weight with the correct rate.

• Please see below for the step-by-step instructions.

Using Dimensional Weighing

The following example explains how to use dimensional weighing:

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From the home screen (using the Priority mail class), place the item on the scale.

The system will prompt for the destination ZIP Code.

Using the numeric keys enter the zip code.

The display will prompt you to select the basic shape of the item.

Select Parcel for a rectangular-shaped parcel and Non-rectangular for all other items.

For more details, see

Parcel Specifications

on page 270.

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The display will prompt you to enter the dimensions of the item. Use the numeric keys to enter the dimensions.

The prompts may vary depending upon what shape was selected.

The display will display the entered dimensions. Select Next.

The display will display the rate selection screen. Select Next.

The display will show the postage, process as normal.

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Dimensional Weighing - Manual Method

USPS & Dimensional Weighing

When processing items using:

• Priority Mail

• Priority Mail Express

• Parcel Select

• It will affect all shipments of packages or parcels and will need to calculate for the corresponding weight, this would be done by external means to the mailing system.

• Once the weight is calculated you would need to compare the calculated weight to the actual weight.

• If the actual weight is higher you will proceed using the mailing system platform

(scale).

• If the calculated dimensional weight is higher it would need to be entered manually into the mailing system, the manual weight would then be used to calculate the rate.

Step 1: Calculate the Dimensional Weight

You must calculate the Dimensional Weight BEFORE using the mailing system to process your mail.

The easiest way to calculated Dimensional Weight is to use our handy online calculator or NeoShip online shipping software. You can also calculate the Dimensional Weight by hand.

https://www.dimweightresources.com/

Calculating the Dimensional Weight using the Online Calculator:

• Go to the Online Neopost Calculator .

• Measure the Length, Width and Height of the shipping carton.

• Enter the dimensions: Length, Width and Height into the Online Calculator.

• Press calculate and the calculated weight will be displayed.

• Determine if the calculated weight is higher then the actual weight, if it is go to manual weight on the mailing system and enter the calculated weight, select your desired class, and enter the zip code.

Calculating the Dimensional Weight by Hand:

• If you do decide to calculate dimensional weight manually, you first need to multiply the Length, Width, and Height of what you are sending to determine if it is over 1 cubic foot or 1,728 cubic inches.

• If your package is less than 1,728 cubic inches. Your package will be priced off of the actual weight.

• If your package is greater than 1,728 cubic inches, you will divide the cubic inches by 166 to calculate the weight of your package.

• Determine if the calculated weight is higher then the actual weight, if it is go to manual weight on you mailing system and enter the calculated weight, select your desired class, and enter the zip code.

Step 2: Decide to use the Calculated Weight or the Actual Weight

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After you have calculated the Dimensional Weight, compare the calculated weight to the actual weight of the item.

• If the calculated weight is lower then the actual weight, place the item on the scale and process as normal, select your desired class, and enter the zip code.

• If the calculated weight is higher then the actual weight, go to manual weight on you mailing system and enter the calculated weight, select your desired class, and enter the zip code.

Using Manual Weight

To enter the weight manually from the home screen, you must first select the postal class:

Press .

The Manual Weight Entry screen is displayed.

Enter the weight (first lb then oz ) and press [OK] to validate.

The home screen displays the Manual Weight Entry icon ( entered.

) and the weight

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How to Print Meter Tapes

The mailing system allows you to print adhesive meter tapes for mail pieces that are a too big to fit through the machine.

This mailing system requires double meter tapes. Single meter tapes will not work on this mailing system.

Place your mail piece on the weighing platform and select your rate.

Press the green [Start] button .

Slide your double meter tape though the mailing system.

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Peel the meter tape of its backing and apply it to your mail piece.

How to Process Certified Mail

The USPS offers several Confirmation Services to assure postal customers of the delivery of their parcels. To track parcels, the USPS must be able to uniquely identify each one with a label.

• Not all mail classes may offer Certified.

• Be sure to use the correct label for the service you want.

Place your item on the weighing platform and press

Select Services [7].

Select Retail [4].

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Select Certified [7].

3 5.

Select [2] for Return Receipt, [5] for Off-line Electronic Return Receipt. (Optional)

How to Process E-Certified Mail

The USPS offers several Confirmation Services to assure postal customers of the delivery of their parcels. To track parcels, the USPS must be able to uniquely identify each one with a label. When tracking a parcel using electronic confirmation services, an eConfirmation label is used.

Neopost provides you with special eConfirmation labels once you sign up for the eConfirmation contract. The three types of eConfirmation labels correspond to the three types of eConfirmation Services supported by the USPS: eDelivery Confirmation labels, eSignature Confirmation labels, and eCertified Mail labels.

• Not all mail classes may offer eCertified.

• Be sure to use the correct label for the service you want.

Place the item on the weighing platform and press .

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Select Services [7].

Select E-Services [2].

Select e-Cert [7].

Enter the destination ZIP Code.

Enter an e-Confirmation Sender ID. (Optional)

Select [2] for Return Receipt, [5] for Electronic Return Receipt. (Optional)

Press the [Finish] button to save and exit to the home screen.

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Add an eConfirmation service.

In the e-Confirmation screen, check the PIC number (tracking number) or scan it.

The machine automatically suggests the next PIC number.

If the displayed PIC number does not match your label, use the [C] key on the keypad to clear numbers (right to left), then enter the correct PIC number.

Use the labels in order to avoid typing the full PIC number each time. If you have a scanner, scan the PIC number - this is fast, easy, and reliable.

10.

Press to print the labels.

How to Process International Mail

The mailing system allows you to process items for international mailing by selecting the appropriate country when processing.

For this example we will be processing an International First Class Letter to Great

Britain.

One common mistake is to look for England or United Kingdom instead of Great Britain when selecting the country.

Place the item on the weighing platform and press .

Select Int'l Letter [4].

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Select the destination country by entering the country number or by selecting the country from the list. To find the country, start keying in the name in the "Country" box.

Press the [OK] button twice to save and exit to the home screen. The cost of

International 1st Class Letter is now displayed on the screen.

How to Process a Postcard

The mailing system allows you to process Postcards by selecting the appropriate mail class when processing.

Place the postcard on the weighing platform and press .

Select Domestic [2].

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Select 1st Class [5].

3 4.

Select Postcard [2] and press the [OK] button to save and exit to the home screen.

The cost for mailing you postcard is now displayed and you are ready to print.

How to Enter the Weight Manually

Manual Weight Entry

Manual Weighing allows you to enter the weight manually. You may have to enter the weight manually if a mail piece exceeds the weighing capacity of your Scale.

To enter the weight manually from the home screen, you must first select the postal class:

Select the postal rate.

To select a rate, see

on page 141.

Press .

The Manual Weight Entry screen is displayed.

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Enter the weight (first lb then oz ) and press [OK] to validate.

If the weight exceeds a threshold, the rate will be chained to another rate. For more information, refer

Rate Chaining

on page

145.

The home screen displays the Manual Weight Entry icon ( entered.

) and the weight

How to Set [Received] Mode printing

This section describes how to use the [Received] type of stamp, to:

• Print the date on incoming mail.

• Print 'Received' on incoming mail.

You must begin with selecting the Type of stamp to gain access to the corresponding parameters and be able to run mail.

Required settings:

Make sure you are on the home screen of the [Received] type of stamp.

The type of stamp is indicated at the top of the home screen as illustrated.

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Check or change the type of stamp, if you are not in [Received] mode.

Press to access the Customize Stamp screen:

The Type of stamp is indicated on line 2 of the screen.

To change the type of stamp , select the Type line, press [OK] and then select

[ Received ] from the Type of stamp screen and press [OK] .

Additionally, you can:

- Activate or deactivate printing the date.

- Add text or slogan to print using Imprint left/right element.

- Activate or deactivate printing ' Received '.

- Activate or deactivate Counter .

- Select the option to change and press [OK] . The screen indicates the current status of the options.

- Press or to return to the home screen.

To select an option on the screen:

– Highlight the option using the arrow keys

– Then always press and to validate your selection.

On the [Received] home screen:

Press . System motors start running.

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Insert the envelope into the mail path against the rear-guide wall, with the side to be printed facing upwards.

The Mailing System applies the imprint and the mail piece is ejected.

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3.4 Mail Corrections

How to Set [Amount Correction] Mode

A postage amount that is too low can be corrected. The sequence is identical to

Re-Dating Mail, except that the postage must be set to the desired additional amount.

If you have a mail piece that has been stamped with a postage amount that is not the correct, you must correct the postage amount before mailing. This is done by applying a second stamp on the back of the envelope with the additional postage amount. The total postage will be the front and back stamps.

• Only one postage correction indicia (stamp) is permitted.

• On letter size mail, place the postage correction indicia

(stamp) on the non-address side of the envelope in the upper right corner.

• If the postage correction indicia (stamp), is printed on a label it may be placed on the address side of the envelope in the lower left corner.

Required settings:

Make sure you are on the home screen of the [Amount Correction] type of stamp.

The home screen indicates the date and amount as illustrated below.

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Check or change the type of stamp, if you are not in [Amount Correction] mode.

Press to access the Customize Stamp screen:

To change the type of stamp , select Stamp type and then select [Amount

Correction] in the Type of stamp screen. For more details, see

How to Change the

Current Type of Stamp

on page 31.

Select Amount and enter the desired amount.

Press [OK] to validate.

Press or to return to the home screen.

[Amount correction] type of stamp also allows you to correct the Date if necessary.

- Select Date and then select a date option in the Date Advance Screen.

- Press [OK] to validate.

On the [Amount Correction] home screen:

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Insert the mail piece into the mail path against the rear-guide wall, side to be printed facing upwards.

The Mailing System applies the imprint and the mail piece is sent to the catch tray.

How to Set [Redate] Mode printing

If you have a mail piece that has been stamped with a date that is not the actual date you are mailing the piece, you must “Redate” the mail piece before mailing. Redating is done by applying a “0” value date correction indicia (stamp) to the envelope / item.

• USPS postal regulations state that the indicia (stamp) must show the actual date the mail is deposited with the post office. The post office may return mail if the correct date is not on the indicia.

• Only one date correction indicia (stamp) is permitted.

• On letter size mail, place the date correction indicia (stamp) on the non-address side of the envelope in the upper right corner.

• If the date stamp is printed on a label, it may be placed on the address side of the envelope in the lower left corner.

Set the Stamp Type:

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Press .

Press [OK] .

Select [Redate].

The type of stamp is indicated on line 2 of the screen.

To change the type of stamp , select the Type line, press [OK] and then select

[ Redate ] in the Type of stamp screen and press [OK] .

To change the date or date format from the Customize stamp screen as follows:

Select Date and then select a date option in the Date Advance Screen. Select

Today's date if you do not want to print with date advance. Then, press [OK] . For more details, see

How to Change the Date

on page 81.

Press or to return to the home screen.

Required settings:

Make sure you are on the home screen of the [Redate] type of stamp.

The type of stamp is indicated at the top of the home screen as illustrated.

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Check or change the type of stamp, if you are not in [Redate] mode .

Press to access the Customize stamp screen:

The type of stamp is indicated on line 2 of the screen.

To change the type of stamp , select the Type line, press [OK] and then select

[ Redate ] in the Type of stamp screen and press [OK] .

To change the date or date format from the Customize stamp screen as follows:

Select Date and then select a date option in the Date Advance Screen. Select

Today's date if you do not want to print with date advance. Then, press [OK] . For more details, see

How to Change the Date

on page 81.

Press or to return to the home screen.

On the [Redate] home screen:

Press . System motors start running.

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Insert the mail piece into the mail path against the rear-guide wall, side to be printed facing upwards.

The Mailing System applies the imprint and the mail piece is sent to the catch tray.

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3.5 Settings

Changing the Current Account

To process a batch of mail pieces using another account (on account-enabled configurations), change the account as follows.

How to Change Account

You can change the account to charge to any account created.

In this example, we will change from "Marketing (account 01)" to "Sales (account 02)".

To change accounts:

As a user:

Press and select the path: Change Account

The list of accounts that are available is displayed.

Select the account you want to use and press [OK] .

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Press to return to the home screen. The current account number is displayed.

How to Change Account with a Barcode Scanner

• Before using a barcode scanner with the system, it must be setup and configured by a Neopost service technician.

• The barcode sheet of accounts that you create should be

Free 3 of 9 .

A barcode scanner can be used for “One Click” entry of accounts into your Mailing

System. You can change the account to charge to any account created.

In this example, we will change from "Marketing (account 01)" to "Sales (account 02)".

To change accounts with a barcode scanner:

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If not already done, connect the barccode scanner to the mailing system via a

USB port.

The list of accounts barcodes that are available is typically placed near the mailing system.

Select the account you want to use and scan.

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The current account number is displayed.

Selecting a Rate

How to Select a Rate

Rates are accessed from the Rate Selection screen. On the Home Screen, the system defaults to Imprint Memory number 1 (M1) ... when you access choose a rate and services from the rate selection screen, the system Home Screen will display an asterisk

(M1*).

• There is a Rate Code for all possible rate combinations available in the mailing system. This includes rates that may not be displayed on the Rate Selection screen.

• Press the numeric key 8 and select Rate Code to enter a

Rate Code.

To select a rate:

Press .

The Rate Selection screen is displayed.

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On that screen, you can:

Type a numeric key to to select a rate or display rate options.

Example: Pressing the numeric key 2 displays the most common Domestic rates.

Follow the instructions on screen and, once you have chosen the rate and services, press [OK] to validate your selection.

Postage displayed on the screen is zero as long as the weight is not known (no weight is eon scale).

How to Select a Rate Code

To choose a rate quickly, you may type the rate code directly from the home screen using the keypad. There is a Rate Code for all possible rate combinations available in the mailing system. This includes rates that may not be displayed on the Rate Selection screen.

To use Rate Codes:

Press .

The Rate Selection screen is displayed.

Select Adv. Rate and press [OK].

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Select Rate Code.

Enter the desired Rate Code and press [OK].

How to Use Rate Chaining

The rate table can implement the rate chaining function. For a selected rate if the weight exceeds a threshold, the rate shall be chained to another rate.

When the printing with the rate chaining is done, the Machine shall return to the selected rate.

A rate chaining can require additional rate data such as a Zip Code.

The following example explains the rate chaining functionality:

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From the home screen, a rate has been selected.

Enter a weight manually.

The weight entered exceeds a threshold lead to rate chaining.

The ZIP Code screen is displayed.

Using the numeric keys enter the zip code and press OK to validate.

The ZIP Code is saved until a new ZIP Code is entered. When the Machine is restarted, the ZIP Code is erased.

Select parcel form and press OK to validate.

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The display will prompt you to enter the dimensions of the item. Use the numeric keys to enter the dimensions.

The prompts may vary depending upon what shape was selected.

The entered dimensions are displayed. Select Next to validate.

The Rate Selection screen is displayed. Select OK .

The Machine displays the rate chaining on the homepage, process as normal.

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Choosing a Weighing Type

Depending on the options that are installed in your Mailing System, several weighing methods are available.

You can also enter the weight manually if you know it: see

How to Enter the Weight

Manually

on page 70.

How to Use Standard Weighing

Standard Weighing

In this mode, each mail piece is manually placed on the Weighing Platform, and then put into the mail path.

If the Smart Start option is activated, you do not have to press at each piece.

To access Standard Weighing you must be in the Manual

Weighing Home screen.

• Manual Weighing is the default weighing method when the mailing system is first turned on.

• From Differential Weighing press

Weighing Home screen.

to return to Manual

To use Standard Weighing:

From the Manual Weighing Home Screen place an item on the scale.

The mailing system switches to Standard Weighing.

The default mail class is displayed. You remove the mail piece from the scale and run the mail piece through the mailing system.

The display shows "Printing in progress".

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How to Use Differential Weighing

Differential Weighing (optional)

This mode speeds up the weighing process and increases your efficiency: all the mail pieces are stacked together on the Weighing Platform. Remove the pieces one by one and put them into the mail path. The Mailing System calculates the postage and prints the mail piece automatically. You can leave all the mail pieces in a tray on the Weighing

Platform: the Mailing System will ask you to confirm printing for the last item removed

(from the tray).

The mails pieces will be processed at the displayed mail class.

To use Differential Weighing:

Long press .

The Weighing type is changed to Differential Weighing.

Place the mail piece on Weighing Platform.

As you remove each piece the weight and selected rate and services is displayed for the piece that is removed.

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Run the piece through the mailing system to be stamped with the indicia.

How to Enter the Weight Manually

Manual Weight Entry

Manual Weighing allows you to enter the weight manually. You may have to enter the weight manually if a mail piece exceeds the weighing capacity of your Scale.

To enter the weight manually from the home screen, you must first select the postal class:

Select the postal rate.

To select a rate, see

How to Add a New Text Message

on page 141.

Press .

The Manual Weight Entry screen is displayed.

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Enter the weight (first lb then oz ) and press [OK] to validate.

If the weight exceeds a threshold, the rate will be chained to another rate. For more information, refer

Rate Chaining

on page

145.

The home screen displays the Manual Weight Entry icon ( entered.

) and the weight

Configuring the Stamp

Depending on the current Type of stamp, you can modify the elements printed on mail pieces as follows:

• Changing printed date

• Adding a pre-loaded Slogan to the left of the stamp

• Adding a custom text to the left of the stamp (you must first create it, see

on page 209)

See also

•

How to Change the Current Type of Stamp

on page 31.

•

Type of Process and Type of Stamp

on page 30.

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How to Change the Date

You can set the Date to change the date at a fixed time. This is useful if you process mail after the last mail pickup for the day.

This ensures that the proper date of mailing is printed for the next days mail pickup.

The Date setting allows you to:

• Change the date printed on the mail pieces for future sending (you are processing the mail on Friday but not delivering the mail to the post office till Monday).

• To print no date.

• To print no day.

To change the date that will be printed:

Press .

The Customize Stamp screen is displayed.

Select Date and press [OK] .

The Date screen is displayed.

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On the Date screen, you can configure the printed date as follows:

To cancel the date, select No date .

To cancel the day in the date, select No day .

To choose another day, select the corresponding item in the list.

The icon indicates the current selection.

The date can be advanced up to 30 days from today's date.

Use the scroll button to select a different date.

Press [OK] to apply changes and return to the configuration menu.

Adding Text and/or Slogan to the Stamp

Selection Slogan or Text are 2 flexible areas for communication that could be slogan or text (i.e. one slogan and one text, 2 slogans or 2 texts).

You can add a text and a slogan to the stamp, as illustrated below.

• Imprint with a slogan and a text

• Imprint with 2 slogans

• Imprint with 2 texts

See also:

•

on page 208

•

on page 213

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How to Add (or Cancel) a Text on the Stamp

To add a text to the stamp, or to cancel the text:

Press .

Select Imprint left or Imprint right .

Select Text list .

The Text list screen is displayed.

Select the desired text in the list or select None for printing no text.

The Text list screen is displayed.

The icon indicates the current selection.

Press [OK] to validate your selection.

The Customize stamp screen is displayed with updated parameters (home screen:

Video: Adding Text To Your Imprint

See also

•

on page 208.

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How to Add or Cancel a Slogan on the Stamp

To add a slogan to the stamp or cancel the slogan:

Press .

Select Imprint left or Imprint right .

Select Slogan list .

The Slogan list screen is displayed.

Select the slogan in the list or select None for printing no slogan.

Press [OK] to validate your selection.

The Customize Stamp screen is displayed with updated parameters (home screen:

Video: Removing A Slogan From Your Imprint

See also

•

How to Save an Imprint Memory

on page 213

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How to Use Imprint Test

This function allows you printing an imprint which is not intended for delivery but for monitoring printout and being sure that you have a fine printer adjustment.

This function is only for the standard stamp.

To use imprint test:

Press .

The Customize Stamp screen is displayed.

Select [ Standard ] in the Type of Stamp screen, press [ OK ].

Select Imprint Test in Customize Stamp screen.

The Imprint Test screen is displayed.

Press [OK] to test imprint.

Imprint Test as below:

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A message is displayed: "Check your imprint."

- If your setting are not correct, press "OK" to do again.

- Else if your imprint quality is bad, press "Cleaning" to clean the cartridge.

Using Imprint Memories

Imprint Memories allow you to create a preset memory that can include the rate, custom text, slogan and date mode for the Type of stamp you would like to use.

In account-activated configurations, Imprint Memories allow you assign postage costs to pre-selected accounts.

If your mail requires different settings, then the imprint memories are the solution: all your settings are stored in a single memory.

Just press the imprint memory key instead of multiple keystrokes to select all the required elements.

A list of imprint memories can be viewed under the Report menu by selecting Imprint

Memory List. It will display the imprint memory name and the associate numeric key.

on page 189

To use an imprint memory:

From the home screen:

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Press the numeric key associated with the desired Imprint Memory.

Long press on numeric keypad to select corresponding memory.

For example, to use the memory 4, long press .

The imprint memory zone of the home screen displays the current imprint memory name.

Video: Modifying, Saving, and Recalling an Imprint Memory

Hand-Feed Table Moistener

Hand-Feed Table Moistener

If your hand feed table is equipped with a moistener, you can close the envelopes by sliding the flap under the moistener brush while feeding them into the base mail path.

Do not attempt to seal self-adhesive envelopes. Use standard flap envelopes.

| Page 79 | Imprints | Jun-02-2022 12:23 |

4 Imprints

4.1

4.2

Imprint Configuration ...............................................................81

How to Change the Date ..........................................................................................81

How to Add (or Cancel) a Text on the Stamp ..................................................208

How to Add or Cancel a Slogan on the Stamp ................................................213

How to use Seal Only Mode ......................................................................................84

Imprint Memories .....................................................................189

How to Save an Imprint Memory ..........................................................................189

How to Edit an Imprint Memory ............................................................................191

How to Use Imprint Test ............................................................................................89

Using Imprint Memories ...........................................................................................192

How to Remove a Slogan from an Imprint Memory ......................................217

| Page 81 | | Jun-02-2022 12:23 |

4.1 Imprint Configuration

How to Change the Date

You can set the Date to change the date at a fixed time. This is useful if you process mail after the last mail pickup for the day.

This ensures that the proper date of mailing is printed for the next days mail pickup.

The Date setting allows you to:

• Change the date printed on the mail pieces for future sending (you are processing the mail on Friday but not delivering the mail to the post office till Monday).

• To print no date.

• To print no day.

To change the date that will be printed:

Press .

The Customize Stamp screen is displayed.

Select Date and press [OK] .

The Date screen is displayed.

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On the Date screen, you can configure the printed date as follows:

To cancel the date, select No date .

To cancel the day in the date, select No day .

To choose another day, select the corresponding item in the list.

The icon indicates the current selection.

The date can be advanced up to 30 days from today's date.

Use the scroll button to select a different date.

Press [OK] to apply changes and return to the configuration menu.

How to Add (or Cancel) a Text on the Stamp

To add a text to the stamp, or to cancel the text:

Press .

Select Imprint left or Imprint right .

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Select Text list .

The Text list screen is displayed.

Select the desired text in the list or select None for printing no text.

The Text list screen is displayed.

The icon indicates the current selection.

Press [OK] to validate your selection.

The Customize stamp screen is displayed with updated parameters (home screen:

Video: Adding Text To Your Imprint

See also

•

on page 208.

How to Add or Cancel a Slogan on the Stamp

To add a slogan to the stamp or cancel the slogan:

Press .

Select Imprint left or Imprint right .

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Select Slogan list .

The Slogan list screen is displayed.

Select the slogan in the list or select None for printing no slogan.

Press [OK] to validate your selection.

The Customize Stamp screen is displayed with updated parameters (home screen:

Video: Removing A Slogan From Your Imprint

See also

•

on page 213

How to use Seal Only Mode

The ‘No Printing’ option that allows seal-only pieces to be processed, is available on the iX-3.

Detailed Steps for enabling Seal Only Mode:

Press the Customize Stamp button.

Under " Type " Press OK .

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Scroll down to " No Printing " and press OK .

| Page 86 | Jun-02-2022 12:23 |

4.2 Imprint Memories

The Imprint Memories are presets for your stamp types.

You can quickly recall a saved setting to simplify operation and save time (see

Using

Imprint Memories

on page 192).

You can create, edit/modify or delete an Imprint Memory.

Each Imprint Memory is identified by a name and a number.

The system displays on the home screen the name of the current Imprint Memory.

How to Save an Imprint Memory

Imprint Memories are presets for your stamp types. Each Imprint Memory is identified by a name and a number. The Homescreen displays the name of the current Imprint

Memory.

If your mail requires different settings such as specific postal rate (1st class registered...) and text and/or ad die and department to charge, then the imprint memories are the solution: all your settings are stored in a single memory. Highly recommended for repetitive tasks.

• Standard Imprint Memory: Text, Ad Slogan, Weight (option),

Date Mode, Rate, Account Number (if any).

• Imprint Memory are limited to a total of nine.

• Once created, an Imprint Memory cannot be deleted, only edited.

• To edit or change an Imprint Memory, you make the changes to an existing Imprint Memory and save the changes under a different name.

Prepare the job that you want to save as imprint memory (Rate, Slogan, Text).

Please refer to the following sections to prepare your job:

on page 141,

on page 213,

on page 208.

Video: How to Modify, Save and Recall an Imprint Memory

To save (create) an Imprint Memory:

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The memories store stamp characteristics together with rates and, if activated, charged account.

From the home screen:

Long press .

The imprint memories list is displayed.

Select any line with value None . Press [Save] .

If Accounting is enabled, the message confirmation to save account info is displayed.

Enter a name for the imprint memory, then press [Save] .

The home screen displays the type imprint memory you're just created.

| Page 88 | Jun-02-2022 12:23 |

How to Edit an Imprint Memory

Imprint Memories are presets for your stamp types. Each Imprint Memory is identified by a name and a number. The Homescreen displays the name of the current Imprint

Memory.

• Standard Imprint Memory: Text, Ad Slogan, Weight

(option), Date Mode, Rate, Account Number (if any).

• Imprint Memory are limited to a total of nine.

• Once created an Imprint Memory cannot be deleted.

• To edit or change an Imprint Memory, you make the changes to an exsisting Imprint Memory and save the changes under a different name.

Prepare the job that you want to save as imprint memory (Rate, Slogan, Text).

Please refer to the following sections to prepare your job:

on page 141,

on page 213,

How to Save an Imprint Memory

on page 208.

To edit an Imprint Memory:

From the home screen:

Long press .

The imprint memories list is displayed.

Select the existing imprint memory old which you want to edit. Press [OK] .

The message confirmation to save account info is displayed.

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Press [OK] .

The imprint memory name is displayed.

Keep the old name or enter the name of the imprint memory, then press [OK] .

The home screen displays the updated memory information.

How to Use Imprint Test

This function allows you printing an imprint which is not intended for delivery but for monitoring printout and being sure that you have a fine printer adjustment.

This function is only for the standard stamp.

To use imprint test:

Press .

The Customize Stamp screen is displayed.

Select [ Standard ] in the Type of Stamp screen, press [ OK ].

Select Imprint Test in Customize Stamp screen.

The Imprint Test screen is displayed.

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Press [OK] to test imprint.

Imprint Test as below:

A message is displayed: "Check your imprint."

- If your setting are not correct, press "OK" to do again.

- Else if your imprint quality is bad, press "Cleaning" to clean the cartridge.

Using Imprint Memories

Imprint Memories allow you to create a preset memory that can include the rate, custom text, slogan and date mode for the Type of stamp you would like to use.

In account-activated configurations, Imprint Memories allow you assign postage costs to pre-selected accounts.

If your mail requires different settings, then the imprint memories are the solution: all your settings are stored in a single memory.

Just press the imprint memory key instead of multiple keystrokes to select all the required elements.

A list of imprint memories can be viewed under the Report menu by selecting Imprint

Memory List. It will display the imprint memory name and the associate numeric key.

on page 189

To use an imprint memory:

From the home screen:

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Press the numeric key associated with the desired Imprint Memory.

Long press on numeric keypad to select corresponding memory.

For example, to use the memory 4, long press .

The imprint memory zone of the home screen displays the current imprint memory name.

Video: Modifying, Saving, and Recalling an Imprint Memory

How to Remove a Slogan from an Imprint Memory

Imprint Memories are presets for your stamp types. Each Imprint Memory is identified by a name and a number. The Homescreen displays the name of the current Imprint

Memory.

| Page 92 | Jun-02-2022 12:23 |

In this example we will remove the US FLAG slogan from Imprint Memory M1.

From the home screen, press the Customize Stamp button.

(Customize Stamp button)

Select the imprint location with the "S" and press [OK] .

(OK/mem button)

Select "None" and press [OK] .

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The "S" no longer appears indicating that the Slogan has been removed. Press the Back button.

(Back button)

An asterisk "*" now appears next to "M1" indicating that the imprint has changed and is ready to be saved. To save your change, press and hold the [OK]/Mem button until the "Save your memory screen" appears.

Select the memory number for the memory your saving, in this example we're saving M1, 1st Letter. Press "Save".

Select whether you wish to save the account information linked to your imprint memory.

Press "Save" once more to save the imprint memory.

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The "S" no longer appears, indicating the slogan has been removed.

| Page 95 | Money Operations | Jun-02-2022 12:23 |

5 Money Operations

This section describes how you can load and manage money in your Mailing System to allow postage operations.

5.1

5.2

5.3

Managing Funds ........................................................................97

How to Check the PSD (Meter) Funds ...................................................................97

How to Add Funds to the PSD (Meter) ..................................................................99

Unlocking the PSD (Postal Inspection) ..............................101

How to Unlock the PSD ...........................................................................................101

Setting Warnings ....................................................................184

How to Set the High-Value Warning Amount .................................................184

How to Set the Low-Funds Threshold ................................................................185

5.4

Funding PIN Code ....................................................................105

How to Set/Cancel a Funding PIN Code ............................................................105

5.5

Funds Reports ..........................................................................106

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5.1 Managing Funds

The Postal Security Device (PSD) — Postage Meter

The PSD, located in the base, handles the funds (or money) in your Mailing System.

The PSD performs all necessary operations to comply with the postal standards. To do so, regular connections to the Postal Services are necessary.

Check that your Mailing System is connected to a network (see

Connections

on page 19) and that the connection is properly configured (see

Connection Settings

on page 194).

Checking Funds

You can check the total postage used and the remaining funds in the PSD at any time.

To check that the funds are available to complete your current task.

Use the following steps to display your available postage funds.

How to Check the PSD (Meter) Funds

AL2 Test Link to Salesforce

To check available funds:

| Page 98 | Jun-02-2022 12:23 |

Press .

The Funds Menu is displayed.

Select the path: Funds Used / Funds Available .

The screen displays your postage funds as shown below.

Adding Funds

You can add funds to your Mailing System at any time by complete the steps listed below.

The Mailing System then connects to the Postal Services and validates the operation.

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How to Add Funds to the PSD (Meter)

To add funds to the PSD, follow the following steps. You may also view an instructional video by clicking the link below:

Adding Funds To Your iX-3 Mailing System

Press .

The Funds Menu is displayed.

Select Add Funds .

The Add Funds screen is displayed.

If the system asks for a PIN code, enter the code using the keypad and press [OK] .

Enter the amount of postage to add using the keypad (use C to clear a digit).

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Press [OK] to start the connection to the Postal Server.

If the funding process is successful, the system displays a successful message.

If funding fails, the system displays a failure message and the amount that you may actually add, depending on your postal account balance.

In the case of a communication error, the amount previously entered cannot be changed. Check connection settings (see

Connection Settings

on page 194).

You can open the Funds Used / Funds Available screen to check your account balance once the transaction is complete (see

How to Check the PSD (Meter)

Funds

on page 97).

See also

- You can set the Mailing System to ask for a PIN code for funding: see

How to Set/Cancel a Funding PIN Code

on page 105.

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5.2 Unlocking the PSD (Postal Inspection)

To Clear A PSD Postal Inspection Required message:

Note: A LAN connection must be plugged into the mailing system to perform a Postal

Inspection.

1. Press the "MENU" button.

2. Select, "My Funds".

3. Select, "Postal Inspection" or "Audit".

4. Press the "OK" button to confirm.

5. The mailing system will contact the server to perform the inspection. - The mailing machine will indicate when the call is complete.

6. Press the "Home" button to return to the home screen.

How to Unlock the PSD

• The USPS requires your postage meter (PSD) to connect daily if postage is metered.

• We recommend leaving the IX mailing system connected to the network permanently.

• The IX mailing system will automatically connect to the postal server at night.

• If the IX mailing system does not connect in 72 hours it will be deactivated.

• If your system is deactivated, please perform a Postal

Inspection call to unlock the system.

To unlock the PSD and manually connect to the Postal Server:

Press .

101

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Select Postal Inspection .

The system asks for confirmation.

Press [OK] to connect to the Postal Server.

A message to confirm audit transaction request is displayed.

Press [OK] to validate.

If the audit is successful, the system displays a successful message.

If the audit fails, the system displays a failure message explaining the cause of the error. Try to correct the cause and retry.

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5.3 Setting Warnings

How to Set the High-Value Warning Amount

A High Value Warning message warns the user the postage amount that they have entered is higher than a preset value.

This high-amount warning prevents the user from accidentally printing high postage amounts. Example: $4.80 instead of $0.48.

To set a high-value warning amount:

From the home screen:

Press and select the path: Advanced settings Settings System Settings

High Value Amount Entry

Enter the high-value warning amount or press [C] and enter 0 to disable the warning function.

Press [OK] to validate.

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How to Set the Low-Funds Threshold

A Low Funds Threshold warning warns the user that the funds remaining in the PSD (Meter) are getting low. More funds should be loaded. The Low Funds Value Warning can be set to any dollar amount.

To set a low-funds threshold:

Press .

Select Low funds threshold .

Enter the low-funds warning amount or press [C] .

If you enter 0, a message is displayed "Zero amount not allowed."

Press [OK] to validate.

104

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5.4 Funding PIN Code

You can create a funding PIN code to control access to only those who are authorized to add postage.

How to Set/Cancel a Funding PIN Code

A Funds PIN Code can be set to control which users are able to load funds in the mailing system. The mailing machine will prompt for a PIN code depending on user settings.

To set a funding PIN code:

Press .

Select Funds PIN code .

Enable or disable the PIN code by selecting ON or OFF.

Enter the funding PIN code if enabled.

Press [OK] to validate.

105

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5.5 Funds Reports

Adding Postage Report

This report displays the last postage refill operations performed on the machine in a selected period.

Output

• Screen

• USB printer

• USB memory key

Content

• Die Number (on printed report only)

• Download date & time (Default period: previous 6 months)

• Funding amount

• New descending

106

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Funds Summary Report

This report displays the information on funds usage since the installation of the system.

The content is limited to the history available in the PSD.

Output

• On label

• Screen

• USB printer

Content

• Die Number.

• Current Date and Time on printed report only.

107

| Page 109 | Accounts and Access Control | Jun-02-2022 12:23 |

6 Accounts and Access

Control

6.1

Postage Tracking and Access Control ...............................111

6.2

Access Control .........................................................................112

How to Display and Change to 'Account with PIN Code' Mode ................119

How to Display and Change to 'No Account with Access Control'

Mode ...............................................................................................................................117

How to Change a Shared PIN Code ....................................................................114

6.3

Account Modes .........................................................................116

How to Display and Change to 'No Account' Mode .......................................116

How to Display and Change to 'No Account with Access Control'

Mode ...............................................................................................................................117

How to Display and Change to 'Account with PIN Code' Mode ................119

How to Display and Change the 'Account Mode' ...........................................123

6.4

6.5

6.6

6.7

6.8

Creating Accounts ...................................................................121

How to Create an Account .....................................................................................123

Managing Accounts ................................................................123

How to Display and Change the 'Account Mode' ...........................................123

How to Create an Account .....................................................................................123

How to View / Edit Account Information ...........................................................124

How to Activate / Deactivate an Account .........................................................125

How to Delete an Account ......................................................................................127

Import Export Accounts .........................................................128

How to Export an Account List .............................................................................128

How to Import Accounts ..........................................................................................129

Account Reports ......................................................................132

How to Generate the Account Report ................................................................152

Change Current Account .......................................................135

How to Change Account .........................................................................................135

How to Change Account with a Barcode Scanner .........................................136

109

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6.1 Postage Tracking and Access Control

Postage Tracking and Access Control Your Mailing System allows you to track postage by account/department and to add security to prevent unauthorized use of a variety of functions.

• Track postage expenditures: the Accounts function

• Control user access with PIN code to the machine: the Access Control function.

Postage Tracking and Access Control These four Account Modes correspond to the on/off status of two functions:

Account

• Postage usage is tracked by account.

• The user must select an account when processing mail.

• No PIN number is required to access functions or process mail.

Account With PIN Code

• Postage usage is tracked by account.

• User must select an account when processing mail.

• A PIN number is required to access functions and process mail.

No Account

• Postage usage is not tracked by account.

• User does not select an account when processing mail.

• No PIN number is required to access functions and process mail.

No Account With Access Control

• Postage usage is not tracked by account.

• User does not select an account when processing mail.

• A PIN number is required to access functions and process mail.

• In this mode there is a shared System PIN Code.

111

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6.2 Access Control

The Access Control Function

You can set the Mailing System to ask for a PIN code when a user wakes the machine up to start a session.

This allows you to protect the system and restrict the usage of your funds.

The different access control policies you can implement are:

• No PIN code : unlimited access

• Unique System PIN Code : users enter a PIN code to access the system. This is also called "No Account with Access Control".

• Account with PIN Code : users enter a PIN code and select an account to process mail.

How to Display and Change to 'Account with PIN Code'

Mode

Account With PIN Code

• Postage usage is tracked by account.

• User must select an account when processing mail.

• A PIN number is required to access functions and process mail.

• To use this mode, the system must have at least one account created.

• If only one account is available, the Mailing System automatically selects it at start up.

To display and change the 'Account mode' to Account with PIN Code:

112

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From the home screen:

Press and select the path: Account Management Account Mode Selection

The Account Mode Selection screen is displayed with the current 'Account Mode' shown.

Select 'Account with PIN Code'.

Press [OK] to confirm.

If required, enter the PIN code and press [OK] .

How to Display and Change to 'No Account with Access

Control' Mode

No Account With Access Control

• Postage usage is not tracked by account.

• User does not select an account when processing mail.

• A PIN number is required to access functions and process mail.

• In this mode there is a shared System PIN Code.

To display and change the 'Account mode' to 'No Account with Access Control':

113

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From the home screen:

Press and select the path: Account Management Account Mode Selection

The Account Mode Selection screen is displayed with the current 'Account Mode' shown.

Select 'No Account with Access Control'.

Press [OK] to confirm.

If required, enter the PIN code and press [OK] .

How to Change a Shared PIN Code

If you want to prevent unauthorized use of the Mailing System and do not want to use accounts, use the “No Account with

Access Control” mode. This provides a single PIN code for all authorized users.

From the home screen:

Press and select the path: Account Management Change PIN code

The Change machine PIN code screen is displayed.

114

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Enter the new PIN code and press [OK] .

115

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6.3 Account Modes

The Accounts Function

Activating the Accounts Function in the Mailing System is a convenient way to monitor, track and control postage expenses by, for example, associating accounts to departments in your organization (Marketing, Sales, etc.) or to different companies, if the Mailing System is shared.

When the Accounts Function is activated, the currently selected account is charged each time the user applies postage to mail.

You can then issue reports on each account (for information about reports, see

Reports

on page 149).

If the Accounts Function is activated, users of the Mailing System must select an account when starting their work session.

Afterwards, users can change accounts to allocate postal expenditures as needed.

How to Display and Change to 'No Account' Mode

No Account

• Postage usage is not tracked by account.

• User does not select an account when processing mail.

• No PIN number is required to access functions and process mail.

To display and change the 'Account mode' to No Account:

From the home screen:

Press and select the path: Account Management Account Mode Selection

The Account Mode Selection screen is displayed with the current 'Account Mode' shown.

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Select 'No Account'.

Press [OK] to confirm.

If required, enter the PIN code and press [OK] .

How to Display and Change to 'No Account with Access

Control' Mode

No Account With Access Control

• Postage usage is not tracked by account.

• User does not select an account when processing mail.

• A PIN number is required to access functions and process mail.

• In this mode there is a shared System PIN Code.

To display and change the 'Account mode' to 'No Account with Access Control':

From the home screen:

Press and select the path: Account Management Account Mode Selection

The Account Mode Selection screen is displayed with the current 'Account Mode' shown.

Select 'No Account with Access Control'.

Press [OK] to confirm.

If required, enter the PIN code and press [OK] .

117

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Setting up 'Account'

In 'Account' Mode, users must select an account before they can process their mail.

The user can change accounts at any time during mail processing.

If only one account is available, the Mailing System automatically selects it at start up.

Implementing the 'Account' Mode

Follow the steps outlined in

How to Display and Change the 'Account Mode'

on page 123 and select the 'Account' Mode.

Create accounts as indicated in

How to Create an Account

on page 123.

When you activate the 'Account' Mode, the system creates an account by default.

'Account' Mode Management Menu

In Account Mode, the menu allows you to manage your accounts.

See also

• To add, modify or delete accounts, see

Managing Accounts

on page 123.

118

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How to Display and Change to 'Account with PIN Code'

Mode

Account With PIN Code

• Postage usage is tracked by account.

• User must select an account when processing mail.

• A PIN number is required to access functions and process mail.

• To use this mode, the system must have at least one account created.

• If only one account is available, the Mailing System automatically selects it at start up.

To display and change the 'Account mode' to Account with PIN Code:

From the home screen:

Press and select the path: Account Management Account Mode Selection

The Account Mode Selection screen is displayed with the current 'Account Mode' shown.

Select 'Account with PIN Code'.

Press [OK] to confirm.

If required, enter the PIN code and press [OK] .

119

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How to Display and Change the 'Account Mode'

To display and change the 'Account mode':

From the home screen:

Press and select the path: Account Management Account Mode Selection

The Account Mode Selection screen is displayed with the current 'Account Mode' shown.

Select the desired 'Account mode'.

Press [OK] to confirm.

If required, enter the PIN code and press [OK] .

120

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6.4 Creating Accounts

Account summary

• The number of accounts you can create is set to 50 by default and can be increased to 500 if required.

• To upgrade your system, please contact your Customer

Service.

• Account names must be unique within the system.

Account

Item

Number

Name

Status

Format

30 Alphanumeric

Characters

32 Alphanumeric

Characters

Active / Inactive

Description

Number of the account.

Two accounts cannot have the same number.

An account number cannot be modified after the account is created. However, the account can be deleted.

Name of the account.

Two accounts cannot have the same name.

Only active accounts are visible to users.

121

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How to Create an Account

To create an account, you have to activate the mode “Accounts”. See

How to Display and Change the 'Account Mode'

on page 123.

Once Accounting is enabled you can create an account by following the following instructions. To view and instructional video, click the following link.

Adding An Account On Your iX-3 Mailing system

From Account Mode Management screen, select Manage Account .

The Manage Account screen is displayed.

Select Account List .

Select Add Account .

Enter Number of account and press [OK] .

Enter Name of account and press [OK] .

Choose the Status for the account and press [OK] .

If you are in "Account with pin code" mode, set a PIN Code for the account.

Press [OK] to validate.

The Account creation summary screen displayed.

Press [OK] to confirm the creation of the account.

122

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6.5 Managing Accounts

How to Display and Change the 'Account Mode'

To display and change the 'Account mode':

From the home screen:

Press and select the path: Account Management Account Mode Selection

The Account Mode Selection screen is displayed with the current 'Account Mode' shown.

Select the desired 'Account mode'.

Press [OK] to confirm.

If required, enter the PIN code and press [OK] .

How to Create an Account

To create an account, you have to activate the mode “Accounts”. See

How to Display and Change the 'Account Mode'

on page 123.

Once Accounting is enabled you can create an account by following the following instructions. To view and instructional video, click the following link.

Adding An Account On Your iX-3 Mailing system

From Account Mode Management screen, select Manage Account .

The Manage Account screen is displayed.

Select Account List .

123

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Select Add Account .

Enter Number of account and press [OK] .

Enter Name of account and press [OK] .

Choose the Status for the account and press [OK] .

If you are in "Account with pin code" mode, set a PIN Code for the account.

Press [OK] to validate.

The Account creation summary screen displayed.

Press [OK] to confirm the creation of the account.

How to View / Edit Account Information

To view or edit an account:

From the home screen:

Press and select the path: Account management Manage account

Account list

The Account list screen is displayed.

124

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Select the account (or type the account number) and press [OK] .

Select Edit/Modify .

The Edit/Modify screen appears.

Change account name using the keypad (use key [C] to clear characters). Press

[OK] to display the next parameter.

Change Status parameter if necessary and press [OK] .

If you are in "Account with PIN code" mode, change PIN Code for account if necessary.

Press [OK] to validate.

The Account modification summary screen is displayed.

Press [OK] to accept the changes.

How to Activate / Deactivate an Account

This function allows you to create accounts in advance and prevent them being used before your account structure is complete.

To activate or deactivate an account:

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From the home screen:

Press and select the path: Account management Manage account

Account list

The Account list screen is displayed.

Select the account (or type the account number) and press [OK] .

Select Edit/Modify .

The Edit/Modify screen appears.

Change Status parameter if necessary and press [OK] .

Accept the changes by pressing [OK] (on the Account modification summary).

If an account is deactivated it is no longer visible to the operator.

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How to Delete an Account

To delete an Account:

From the home screen:

Press and select the path: Account management Manage account

Account list

The Account list screen is displayed.

Select the account (or type the account number) and press [OK] .

On the Account management screen, select Delete instead of Edit/Modify.

A confirmation of account deletion is displayed.

Press [OK] to delete the account.

An account number cannot be modified. If you want to modify the account number, first delete the account and then create a new account with a new account number.

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6.6 Import Export Accounts

How to Export an Account List

You can export an account list as a CSV file, for use as back-up or to modify it to create new accounts.

To export an account list on a USB memory key:

From the home screen:

Press and select the path: Account Management Manage Account

Export Account List

Insert the USB memory key into the USB port of the base (at rear left) and press

[OK] .

Follow the instructions displayed on the screen.

At the end of the process, a message will inform you that you when you may remove the USB memory key.

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Account summary

• The number of accounts you can create is set to 50 by default and can be increased to 500 if required.

• To upgrade your system, please contact your Customer

Service.

• Account names must be unique within the system.

Account

Item

Number

Name

Status

Format

30 Alphanumeric

Characters

32 Alphanumeric

Characters

Active / Inactive

Description

Number of the account.

Two accounts cannot have the same number.

An account number cannot be modified after the account is created. However, the account can be deleted.

Name of the account.

Two accounts cannot have the same name.

Only active accounts are visible to users.

How to Import Accounts

The CSV file should have the following characteristics:

Name

Field delimiter

Record delimiter

Format is ACS_yyyymmdd_hhmmss.CSV (example:

ACS_20091007_035711.CSV

; (semi-colon)

New line

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• You can import an account list to or export an account list from your mailing machine as a CSV file using OLS or a USB memory key.

• Imported accounts are created and added to the existing account list as unformatted accounts.

• Using a spreadsheet program or a simple text editor, modify an exported CSV file to add new accounts to your Mailing System by re-importing the file.

• You can only import CSV files located in the root directory of the USB memory key.

• To add accounts to your Mailing System, export the current account list and modify it before re-importing it into the Mailing

System.

To import accounts from a CSV file:

From the home screen:

Press and select the path: Account Management Manage Account

Import Account List

Insert your USB memory key into the USB port of the base (at rear left) and press

[OK] .

Select the CSV file to import and press [OK] .

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Follow the instructions displayed on the screen.

At the end of the process, a message will inform you when you may remove the

USB memory key.

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6.7 Account Reports

How to Generate the Account Report

• This report displays the list of accounts in the mailing system.

• To generate the report the Account Mode has to be 'Account' or 'Account with pin code'.

• Report output is printer or USB memory key.

To generate the Account Report:

Make sure the current account mode is 'Account' or 'Account with PIN code'.

Press Menu and select Account management.

Select Manage Account and press [OK] .

Select Account Report and press [OK] .

Select an Output and then press [OK] .

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Multi Account Report

This report displays postal expenditures for all the accounts over a selected time period, sorted by ascending account number.

The report displays all the accounts in 'active' status, and accounts 'inactive' or 'deleted' with a postage value.

Output

• USB printer

• USB Key

Content

• The current account mode has to be 'Account' or 'Account with pin code'.

• Die Number on printed report only.

• You have to specify the Begin date and an the End date of the report. Use the selection of month and year. Default period is previous 12 months, ending current month.

• If some items were printed using a mode without accounts

(default account), these items appear in the report under the name: 'Others' and 'No account'.

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Single Account Report

This report displays postal expenditures for one account over a selected time period.

You can select any account from the list.

Output

• Screen

Content

• The current account mode has to be 'Account' or 'Account with pin code'.

• You have to select an account in the list of accounts, then the

Begin date and the End date of the report.

• You have to specify the Begin date and an the End date of the report. Use the selection of month and year. Default period is previous 12 months, ending current month.

• Die Number on printed report only.

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6.8 Change Current Account

How to Change Account

You can change the account to charge to any account created.

In this example, we will change from "Marketing (account 01)" to "Sales (account 02)".

To change accounts:

As a user:

Press and select the path: Change Account

The list of accounts that are available is displayed.

Select the account you want to use and press [OK] .

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Press to return to the home screen. The current account number is displayed.

How to Change Account with a Barcode Scanner

• Before using a barcode scanner with the system, it must be setup and configured by a Neopost service technician.

• The barcode sheet of accounts that you create should be

Free 3 of 9 .

A barcode scanner can be used for “One Click” entry of accounts into your Mailing

System. You can change the account to charge to any account created.

In this example, we will change from "Marketing (account 01)" to "Sales (account 02)".

To change accounts with a barcode scanner:

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If not already done, connect the barccode scanner to the mailing system via a

USB port.

The list of accounts barcodes that are available is typically placed near the mailing system.

Select the account you want to use and scan.

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The current account number is displayed.

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7 Rates

7.1

7.2

Selecting a Rate .......................................................................141

How to Select a Rate ................................................................................................141

How to Select a Rate Code .....................................................................................142

Managing Postal Rates .........................................................223

Rate Table List ............................................................................................................223

Download New Rates ..............................................................................................224

How to Use Rate Chaining .....................................................................................145

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7.1 Selecting a Rate

How to Select a Rate

(M1*).

• There is a Rate Code for all possible rate combinations available in the mailing system. This includes rates that may not be displayed on the Rate Selection screen.

• Press the numeric key 8 and select Rate Code to enter a

Rate Code.

To select a rate:

Press .

The Rate Selection screen is displayed.

On that screen, you can:

Type a numeric key to to select a rate or display rate options.

Example: Pressing the numeric key 2 displays the most common Domestic rates.

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Follow the instructions on screen and, once you have chosen the rate and services, press [OK] to validate your selection.

Postage displayed on the screen is zero as long as the weight is not known (no weight is eon scale).

How to Select a Rate Code

To use Rate Codes:

Press .

The Rate Selection screen is displayed.

Select Adv. Rate and press [OK].

Select Rate Code.

Enter the desired Rate Code and press [OK].

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7.2 Managing Postal Rates

Your Mailing System uses rate tables to calculate postage amounts.

You can:

• Display the list of rate tables and see which table the system is currently using

• Download new postal rate tables

New rate tables are automatically downloaded into your

Mailing System by connecting the Mailing System to the Online

Services server as a user.

Rate Table List

The Rate Table List display all available rate tables that are currently installed in your

Mailing System and indicates with a check mark the active rate table.

• Rate tables will automatically become active on their effective date.

• For each rate table, rate details (part number, expiration date, rate option) can be displayed.

To view the current rate file:

Press .

The Rate Selection screen is displayed.

Select Adv. Rate .

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Select Rate Table List.

The display shows the Rate Files loaded in the system and indicates which rate file is in use.

Download New Rates

To download new rates:

Press .

The Rate Selection screen is displayed.

Press 8 to select the Adv. Rate.

Select Update rate table and press [OK] .

The Mailing System connects to the Online Services server and downloads available rates.

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Rate Protection

Rate Protection ensures that the latest postal rates are installed on your Mailing System.

When the Postal Service announce changes in their rate and fee schedule, the Online

Services server downloads the new rates into your Mailing System.

Your Mailing System automatically switches to the approved rates on the effective date of rate change.

For more information, please contact Customer Service.

How to Use Rate Chaining

The rate table can implement the rate chaining function. For a selected rate if the weight exceeds a threshold, the rate shall be chained to another rate.

When the printing with the rate chaining is done, the Machine shall return to the selected rate.

A rate chaining can require additional rate data such as a Zip Code.

The following example explains the rate chaining functionality:

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From the home screen, a rate has been selected.

Enter a weight manually.

The weight entered exceeds a threshold lead to rate chaining.

The ZIP Code screen is displayed.

Using the numeric keys enter the zip code and press OK to validate.

The ZIP Code is saved until a new ZIP Code is entered. When the Machine is restarted, the ZIP Code is erased.

Select parcel form and press OK to validate.

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The display will prompt you to enter the dimensions of the item. Use the numeric keys to enter the dimensions.

The prompts may vary depending upon what shape was selected.

The entered dimensions are displayed. Select Next to validate.

The Rate Selection screen is displayed. Select OK .

The Machine displays the rate chaining on the homepage, process as normal.

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8 Reports

This section explains how you can access and print reports for your Mailing System.

8.1

8.2

Generating a Report ...............................................................151

How to Generate a Report ......................................................................................151

Available Reports ....................................................................152

How to Generate the Account Report ................................................................152

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8.1 Generating a Report

To generate a report, select the desired report, and choose how you want to display or record the report:

• On screen

• On an external printer (if any)

• On a label

• On a USB memory key

How to Generate a Report

To generate a Report:

Press .

A list of available report types is displayed.

Select the report type and press [OK] .

Depending on the report type, the system may ask for preferences such as:

- Period of time targeted (begin date, end date)

- Desired account, etc.

Select or type the required parameters and press [OK] .

The Output selection screen is displayed.

Use the [C] key to clear displayed parameter data (from right to left) and then enter the new parameter data you want.

Select an available output device.

The system will send the report details to the selected output.

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8.2 Available Reports

How to Generate the Account Report

• This report displays the list of accounts in the mailing system.

• To generate the report the Account Mode has to be 'Account' or 'Account with pin code'.

• Report output is printer or USB memory key.

To generate the Account Report:

Make sure the current account mode is 'Account' or 'Account with PIN code'.

Press Menu and select Account management.

Select Manage Account and press [OK] .

Select Account Report and press [OK] .

Select an Output and then press [OK] .

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Adding Postage Report

This report displays the last postage refill operations performed on the machine in a selected period.

Output

• Screen

• USB printer

• USB memory key

Content

• Die Number (on printed report only)

• Download date & time (Default period: previous 6 months)

• Funding amount

• New descending

Daily Usage Report

This report displays, for each day of the selected period, usage data such as total items and total postage value.

• Die Number (on printed report only).

• Day number.

• Number of items purchased.

• Total postage value for this day.

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Output

• Screen

• USB printer

• USB memory key

Content

Funds Summary Report

This report displays the information on funds usage since the installation of the system.

The content is limited to the history available in the PSD.

Output

• On label

• Screen

• USB printer

Content

• Die Number.

• Current Date and Time on printed report only.

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Imprint Memory List report

This report displays the imprint memory list.

Output

The Imprint Memory List report outputs are:

• Screen

• Label

• USB Printer

Content

IP Configuration Report

The IP Configuration Report displays IP address information.

• To generate this report the mailing system must be connected to the network with a LAN.

• The report prints to a label.

Content

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Machine Configuration Report

This report displays all machine settings.

Output

• USB printer (if installed)

• USB memory key

Content

Monthly Usage Report

This report displays, in a selected period and per month, the total items and total postage used.

• You have to specify the Begin date and an the End date of the report. Use the selection of month and year. Default period is previous 12 months, ending current month.

• Die Number on printed report only.

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Output

• Screen

• USB printer

• USB memory key

Content

Multi Account Report

This report displays postal expenditures for all the accounts over a selected time period, sorted by ascending account number.

The report displays all the accounts in 'active' status, and accounts 'inactive' or 'deleted' with a postage value.

Output

• USB printer

• USB Key

Content

• The current account mode has to be 'Account' or 'Account with pin code'.

• Die Number on printed report only.

• You have to specify the Begin date and an the End date of the report. Use the selection of month and year. Default period is previous 12 months, ending current month.

• If some items were printed using a mode without accounts

(default account), these items appear in the report under the name: 'Others' and 'No account'.

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Proxy Configuration Report

The Proxy Configuration Report displays Proxy address information.

Output

The Proxy Configuration report output is:

• Label

Content

Single Account Report

This report displays postal expenditures for one account over a selected time period.

You can select any account from the list.

• The current account mode has to be 'Account' or 'Account with pin code'.

• You have to select an account in the list of accounts, then the

Begin date and the End date of the report.

• You have to specify the Begin date and an the End date of the report. Use the selection of month and year. Default period is previous 12 months, ending current month.

• Die Number on printed report only.

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Output

• Screen

Content

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| Page 161 | Online Services | Jun-02-2022 12:23 |

9 Online Services

Online Services for your Mailing System allow you to very easily achieve tasks such as system software or optional features, and using services such as mail follow-up online.

9.1

9.2

9.3

Online Services Overview ......................................................163

OLS Call Types .........................................................................164

How to Call Online Services Manually ................................................................164

How to Upload Report Data to the Online Services Server .........................165

Synchronize Call .........................................................................................................166

OLS Connection Tests ............................................................167

Ping Server Diagnostic Test ...................................................................................257

Test Server Diagnostic Test ...................................................................................260

9.4

System Online Services ..........................................................169

9.5

eConfirmation Services ..........................................................170

The Process in your Mailroom ................................................................................172

How to Process eConfirmation Items using the WP .....................................173

How to Display eConf Record List and Details ................................................174

How to Modify an eConf Record Status .............................................................175

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9.1 Online Services Overview

The Online Services simplify the use and the update of your Mailing System.

Online Services features and capabilities include:

• Online reporting : the usage of your machine is available from your personal, secure web account, simplifying tracking and reporting of your postage expenses.

• eConfirmation Services : save money with USPS discounts on Delivery and

Signature Confirmation services, and simplify the process of sending Certified

Mail. Monitor delivery of all of your tracked mail from your web account.

• Ink alerts : never run out of ink again! The online server monitors your mailing machine ink supply and e-mails an alert notification when it is time to re-order.

• Remote diagnostics and technical support : experienced technical professionals analyze your mailing machine's error logs, diagnose your mailing machine before an on-site service visit and your system software can be updated remotely, reducing service delays.

Your Mailing System connects to Online Services server via the same network connection you use to add postage to your meter.

All connections are secure, and data is maintained under strict privacy policies.

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9.2 OLS Call Types

Automatic calls

To fully benefit from the convenience and power of Online Services, your Mailing System should permanently be connected to a network connection so that it can link to the

Online Server automatically whenever required.

For the usage of some services, some automatic calls are scheduled to upload corresponding data.

For the Reports service, the Mailing System automatically connects at the end of each month to upload accounting and postal category statistics.

For the eConfirmation service, your Mailing System automatically connects at night if you have processed transactions with an eConfirmation service that day.

For the Ink Management service, the Mailing System automatically connects when it’s time to re-order ink supplies.

It is strongly recommended that you leave the Mailing System turned on, in sleep mode, and connected to a network during the night, to allow the connection to the Online Server to occur automatically.

How to Call Online Services Manually

Manual calls allow you to connect to the Online Server in order to retrieve new information (messages) or to enable features and options (weigh platform capacity, number of accounts, differential weighing, etc.).

You will be instructed to use this function when rates change if you do not have a rate protection agreement.

You can trigger a call to the Online Services server from the menu.

To trigger a generic call

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From the home screen:

Press call and select the path: Advanced Settings Online services Generic

The Mailing System connects to the server and downloads the available elements.

Check your mailbox for messages: see

Using the Mailbox

on page 204.

How to Upload Report Data to the Online Services Server

An Upload Statistics call sends report data to the Online Services Server.

To upload report data:

From the home screen:

Press statistics and select the path: Advanced Settings Online Services Upload

Machine uploads data to the Online Services Server.

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Synchronize Call

This type of call should only be done on a request from your Customer Service.

This call updates the automatic call schedule of the machine and the features/options.

To trigger a Synchronize call:

From the home screen:

Press and select the path: Advanced Settings Online services Machine synchronize

The Mailing System connects to the server and updates.

Call is complete.

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9.3 OLS Connection Tests

Ping Server Diagnostic Test

Sends a message to a server (if connected) to check the line.

To gain access to a diagnostic display test:

From the home screen:

Press and select the path: Advanced Settings Maintenance Process

& Diagnostics

Select Communication from the list displayed on the screen.

Select Ping Server from the list displayed on the screen.

After a successful connection the display shows:

Press [OK] .

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Test Server Diagnostic Test

To test your machines server connection, follow the steps below. For video instructions click the following link:

Testing The Server Connection

To gain access to a diagnostic display test:

From the home screen:

Press and select the path: Advanced Settings Maintenance Process

& Diagnostics

Select Communication from the list displayed on the screen.

Select Test Server from the list displayed on the screen.

After a successful connection the display shows:

Press [OK] .

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9.4 System Online Services

Ink Management Service

The Ink Management service sends an electronic message to the Online Services server when the mailing machine’s ink supply is running low.

An e-mail message then informs you of that condition so that the ink cartridge can be replaced in time.

For more information, please contact Customer Service.

Rate Protection

Rate Protection ensures that the latest postal rates are installed on your Mailing System.

When the Postal Service announce changes in their rate and fee schedule, the Online

Services server downloads the new rates into your Mailing System.

Your Mailing System automatically switches to the approved rates on the effective date of rate change.

For more information, please contact Customer Service.

Account level

It is possible to increase the number of accounts in your system.

To upgrade your system, please contact your Customer Service.

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9.5 eConfirmation Services

Service Overview

With E-Confirmation Services, your mailing machine can capture and process USPS

Delivery Confirmation , Signature Confirmation , and Certified Mail tracking label numbers.

After upload to the Online Server, simply log on your Online Services Web account to monitor all of your USPS Confirmation Service delivery tracking records at a glance, or in detail, in one convenient location.

In addition to online tracking, you can activate and receive e-mail status updates for your tracked parcels.

You will realize postage savings on your tracked parcels because the Postal Service provides a discount on its retail Delivery and Signature Confirmation fees when parcel tracking data is uploaded electronically to the Postal Server. The special rate is identified as eConfirmation on your Mailing System and in these instructions.

To be eligible for Postal Service discounts on Delivery

Confirmation and Signature Confirmation services, you must use e-identified tracking labels that are only available from

Customer Service. Any other label will cause an input error message. Your Mailing System cannot process confirmation service tracking labels obtained from a Post Office retail counter.

The 'e' in the upper left corner of the label expedites processing and indicates the discount to the letter carrier.

eDelivery Confirmation

You receive an email with the date and time of the delivery. The dates and times of any unsuccessful deliveries are also noted. eDelivery Confirmation is available with

First Class, Priority, or Package Service (including Parcel Post, Media Mail, etc.).

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eSignature Confirmation

You receive an email with the date and time of the delivery and the name of the person who signed for the parcel. You can obtain a copy of the proof-of-delivery signature via

FAX or email from the USPS. The dates and times of any unsuccessful deliveries are also noted. eSignature Confirmation is available with First Class, Priority, or Package

Service (including Parcel Post, Media Mail, etc.).

eCertified Mail

You receive an email with the date and time of the delivery. The recipient’s signature is obtained upon delivery and a record is maintained by the USPS. This service is typically used for letters rather than parcels.

In order to use the eConfirmation services, you must have a Weighing Platform connected to your Mailing System.

e-Confirmation Service Customer Profile

If you have purchased the E-Confirmation Edition with USPS tracking, on the Online

Services web page, you can activate and define your e-mail notifications, as well as enter and maintain e-mail addresses for the notifications.

The possible notifications are:

• Email Daily Report to the email address of the person who is to receive a daily summary status for the eConfirmation tracking records uploaded the previous day

• Email Notifications to the email address of the person who is to receive email notifications about the following events:

- When sent

- When delivered

- When not received (within N days).

The notification settings are initially set to OFF. They will need to be set up in order to activate the e-mail notification services.

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How e-Confirmation Service Works

You can track mail delivery through the Online Services server because the server is in constant communication with the USPS. The diagram below shows how tracking information flows from your mailroom, through the Online Services server and on to the USPS, and then back to you.

The Process in your Mailroom

Apply a tracking label (supplied by your Customer Service) to your mail.

For information about ordering new labels, please contact your Customer Service.

Select the appropriate rate and e-Confirmation service on your machine display.

Apply the metered postage to your mail.

Deposit your mail with the USPS (e-Confirmation does not require additional special paper work, as do retail mail confirmations).

Upload your daily mailing information to the Online Services Server.

This function is performed everyday via an automatic call during the night.

Receive USPS updates about your mail’s delivery status via emails from the Online

Services server. You can also check the status of your mail on the web by logging on to the Online Services Web page.

Getting e-Confirmation Status Data

Mailing status information is available in two ways:

• Via your Online Services web page

• Via emails sent by the Online Services server.

You can log on to your Online Services web page with a password 24 hours a day, 7 days a week.

Email notifications arrive when a change in your mail status occurs at USPS.

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Processing e-Confirmation Items Using your

WeighingPlatform

If you plan to use the eConfirmation service frequently, the use of a handheld scanner to scan the tracking labels is recommended. The handheld scanner option is compatible with the use of a weighing platform.

For information about the optional scanner, please contact your Customer Service representative.

How to Process eConfirmation Items using the WP

The weighing platform must be connected to your mailing machine. Using your weighing platform to send a package and request eConfirmation service is simple:

Place the eConfirmation label on the package.

Place your package on the WP.

(If needed, first remove all items from the WP and rezero your weighing platform: see How to Zero the Weighing Platform ).

Select the rate corresponding to the package to send (see

How to Display eConf Record List and Details

on page 141).

If the rate requires a zip code to be entered, a specific screen is displayed to capture the Zip code.

Add an eConfirmation service.

Enter or modify the Sender ID information on the SenderID screen. This sender ID will enable you to easily identify the package record in an email notification or on the tracking web site. The Sender ID can be up to 31 characters. This is an optional step.

Validate the rate and return to the home screen.

Insert item or tape in the machine.

When printing is done, an eConfirmation record is created (see

on page 174) below.

If printing is cancelled at this stage, the current PIC number cannot be re-used for another mail piece.

Press to start.

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Leave the machine ON and connected at night to automatically upload the record to the USPS. You can also upload records manually (see

How to Upload Report Data to the Online Services

Server

on page 165).

How to Display eConf Record List and Details

List of E-Confirmation records is accessible in the machine.

The E-Services Record List screen displays the eConfirmation records that have not yet been uploaded to the Online Services server. When eConfirmation records are uploaded, the eConfirmation record list is empty.

You can display and check information regarding an eConfirmation record:

• Record status (PIC Valid or PIC Deleted)

• Type of eConfirmation Service

• Tracking number (PIC)

• Destination ZIP code

• Sender ID information (optional)

• Date and time of the record.

To display the list and check a record:

From the home screen:

Press and select the path: Advanced Settings Online Services

E- Services Record List

The record list is displayed.

Select a record in the list and press Details for more details about that item.

The record details are displayed.

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How to Modify an eConf Record Status

You can modify an e-Confirmation in case you decide not to send an item processed with an eConfirmation Service. In this case you have to edit the corresponding record and change its status.

Record status:

• PIC Valid: corresponds to a valid mail with eConfirmation Service to track through

USPS.

• PIC Deleted: corresponds to a mail you don’t want to track anymore.

You will not receive any tracking information on records with status PIC Deleted.

To modify the status of an eConf record:

As a user:

Press and select the path: Advanced Settings Online Services Change

Econf Records

The record list is displayed.

Select a record in the list and press [OK].

Change record status.

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Press [OK].

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| Page 177 | Configuring your Mailing System | Jun-02-2022 12:23 |

10 Configuring your

Mailing System

This section describes the general settings you can apply to your Mailing System.

10.1

10.2

10.3

10.4

10.5

10.6

10.7

Display Settings ....................................................................179

How to Adjust the Display Contrast ....................................................................179

How to Change the Display Language ..............................................................179

System Time-outs and Settings ........................................181

How to Change the 'Sleep timeout' .....................................................................181

How to Change the 'Soft Off Timeout' ...............................................................182

How to Activate / Deactivate Smart Start .........................................................183

Setting Warnings ..................................................................184

How to Set the High-Value Warning Amount .................................................184

How to Set the Low-Funds Threshold ................................................................185

Weighing Settings ................................................................186

How to Zero the Weighing Platform ...................................................................186

How to activate / de-activate ePostage Mode ................................................187

How to set the ePostage connection ..................................................................188

Imprint Memories ..................................................................189

How to Save an Imprint Memory ..........................................................................189

How to Edit an Imprint Memory ............................................................................191

Using Imprint Memories ...........................................................................................192

Connection Settings .............................................................194

How to Set the Postal/Online Services Connection ........................................194

How to Set LAN Parameters ..................................................................................195

Date and Time .......................................................................198

How to Adjust the Machine Time and Date ......................................................198

How to Check the Machine Time and Date ......................................................199

How to Set the Automatic Date Advance Time ..............................................199

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10.1 Display Settings

You can adjust the contrast of the display for bright or dark working environments.

How to Adjust the Display Contrast

To adjust the display contrast:

From the home screen:

Long press or to increase or decrease the contrast.

The screen updates immediately.

Press [OK] to exit.

How to Change the Display Language

To change the current display language:

From the home screen:

Press and select the path: Advanced Settings Settings System

Settings Language

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Select the language you want to use.

Press [OK] to validate.

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10.2 System Time-outs and Settings

System settings include:

• Sleep timeout

• Soft Off timeout

• Smart Start : function that automatically starts the system motors when you withdraw the mail piece from the weighing platform (see

Choosing a Weighing

Type

on page 68).

How to Change the 'Sleep timeout'

Sleep Timeout: Period of inactivity after which the system automatically switches to 'Sleep' mode (see

Power Management

on page 21).

To change the 'Sleep timeout':

From the home screen:

Press and select the path: Advanced Settings Settings Timeout

Setting Sleep Timeout

The Sleep Timeout screen is displayed.

Enter the value of the 'Sleep timeout'.

Use the key [C] to clear the old setting and then enter a new value.

Press [OK] to validate.

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How to Change the 'Soft Off Timeout'

Soft Off Timeout: Period of inactivity after which the system automatically turns to 'Soft off' mode (see

Power Management

on page 21).

To change the 'Soft Off Timeout':

From the home screen:

Press and select the path: Advanced Settings Settings Timeout

Setting Soft Off Timeout

The Soft Off Timeout screen is displayed.

Enter the new value of the 'Soft off time-out'.

Use the [ C ] key to clear old settings then enter a new value.

Press [OK] to validate.

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How to Activate / Deactivate Smart Start

The Smart Start Function detects when you are removing a mail piece from the weighing platform and automatically starts the system motors without you having to press the key.

To activate / deactivate the Smart Start function:

From the home screen:

Press and select the path: Advanced Settings Settings System

Settings Smart Start

Press [OK] then select ON to activate or OFF to deactivate Smart Start.

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10.3 Setting Warnings

How to Set the High-Value Warning Amount

A High Value Warning message warns the user the postage amount that they have entered is higher than a preset value.

This high-amount warning prevents the user from accidentally printing high postage amounts. Example: $4.80 instead of $0.48.

To set a high-value warning amount:

From the home screen:

Press and select the path: Advanced settings Settings System Settings

High Value Amount Entry

Enter the high-value warning amount or press [C] and enter 0 to disable the warning function.

Press [OK] to validate.

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How to Set the Low-Funds Threshold

A Low Funds Threshold warning warns the user that the funds remaining in the PSD (Meter) are getting low. More funds should be loaded. The Low Funds Value Warning can be set to any dollar amount.

To set a low-funds threshold:

Press .

Select Low funds threshold .

Enter the low-funds warning amount or press [C] .

If you enter 0, a message is displayed "Zero amount not allowed."

Press [OK] to validate.

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10.4 Weighing Settings

The weighing settings include:

• Zeroing the weighing platform

• Setting the GEO code that corresponds to the geographical location of the Mailing

System

• Activating / De-activating the ePostage

How to Zero the Weighing Platform

The mailing system should display 0.00 weight when there is nothing on the weighing platform (scale). If the display does not show zero weight then the weighing platform (scale) should be zeroed.

To zero the Weighing Platform as a user:

Remove all items from the Weighing Platform.

From the home screen:

Long press .

From the Home screen, you must press and hold the button for approximately three seconds.

The scale should now read 0 lbs 0.0 oz.

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GEO Code

The Weighing Platform provide mail piece weights that have to be corrected according to the geographical location of the mailing system, as weights can change with the altitude and latitude. The correcting Geodesic Code (GEO Code) is done automatically with Online Services.

ePostage

When the ePostage Mode is activated, the weight value is communicated by the Mailing

System to NeoShip.

How to activate / de-activate ePostage Mode

To activate/de-activate 'ePostage Mode':

From the home screen:

Press and select the path: Advanced Settings Settings System

Settings ePostage Mode

The ePostage Mode screen is displayed.

Select Activated to start active ePostage mode or Deactivated to deactivate this mode.

Click [OK] to validate your selection.

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How to set the ePostage connection

To set the ePostage connection:

From the home screen:

Press and select the path: Advanced Settings Maintenance Network

Advanced Settings ePostage Link

The ePostage Advanced Settings screen is displayed.

Enter PC IP address.

Enter PC Port number.

Press [OK] to validate.

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10.5 Imprint Memories

The Imprint Memories are presets for your stamp types.

You can quickly recall a saved setting to simplify operation and save time (see

Using

Imprint Memories

on page 192).

You can create, edit/modify or delete an Imprint Memory.

Each Imprint Memory is identified by a name and a number.

The system displays on the home screen the name of the current Imprint Memory.

How to Save an Imprint Memory

Imprint Memories are presets for your stamp types. Each Imprint Memory is identified by a name and a number. The Homescreen displays the name of the current Imprint

Memory.

• Standard Imprint Memory: Text, Ad Slogan, Weight (option),

Date Mode, Rate, Account Number (if any).

• Imprint Memory are limited to a total of nine.

• Once created, an Imprint Memory cannot be deleted, only edited.

• To edit or change an Imprint Memory, you make the changes to an existing Imprint Memory and save the changes under a different name.

Prepare the job that you want to save as imprint memory (Rate, Slogan, Text).

Please refer to the following sections to prepare your job:

on page 141,

on page 213,

on page 208.

Video: How to Modify, Save and Recall an Imprint Memory

To save (create) an Imprint Memory:

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The memories store stamp characteristics together with rates and, if activated, charged account.

From the home screen:

Long press .

The imprint memories list is displayed.

Select any line with value None . Press [Save] .

If Accounting is enabled, the message confirmation to save account info is displayed.

Enter a name for the imprint memory, then press [Save] .

The home screen displays the type imprint memory you're just created.

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How to Edit an Imprint Memory

Imprint Memories are presets for your stamp types. Each Imprint Memory is identified by a name and a number. The Homescreen displays the name of the current Imprint

Memory.

• Standard Imprint Memory: Text, Ad Slogan, Weight

(option), Date Mode, Rate, Account Number (if any).

• Imprint Memory are limited to a total of nine.

• Once created an Imprint Memory cannot be deleted.

• To edit or change an Imprint Memory, you make the changes to an exsisting Imprint Memory and save the changes under a different name.

Prepare the job that you want to save as imprint memory (Rate, Slogan, Text).

Please refer to the following sections to prepare your job:

on page 141,

on page 213,

How to Save an Imprint Memory

on page 208.

To edit an Imprint Memory:

From the home screen:

Long press .

The imprint memories list is displayed.

Select the existing imprint memory old which you want to edit. Press [OK] .

The message confirmation to save account info is displayed.

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Press [OK] .

The imprint memory name is displayed.

Keep the old name or enter the name of the imprint memory, then press [OK] .

The home screen displays the updated memory information.

Using Imprint Memories

Imprint Memories allow you to create a preset memory that can include the rate, custom text, slogan and date mode for the Type of stamp you would like to use.

In account-activated configurations, Imprint Memories allow you assign postage costs to pre-selected accounts.

If your mail requires different settings, then the imprint memories are the solution: all your settings are stored in a single memory.

Just press the imprint memory key instead of multiple keystrokes to select all the required elements.

A list of imprint memories can be viewed under the Report menu by selecting Imprint

Memory List. It will display the imprint memory name and the associate numeric key.

on page 189

To use an imprint memory:

From the home screen:

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Press the numeric key associated with the desired Imprint Memory.

Long press on numeric keypad to select corresponding memory.

For example, to use the memory 4, long press .

The imprint memory zone of the home screen displays the current imprint memory name.

Video: Modifying, Saving, and Recalling an Imprint Memory

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10.6 Connection Settings

How to Set the Postal/Online Services Connection

To add funds or access Online Services, the Mailing System can access the Internet through a high speed LAN (Local Area

Network).

LAN settings can only be performed if the machine was actually connected to the LAN at power-up.

To set the postal/Online Services connection:

From the home screen:

Press and select the path: Advanced Settings Settings Communication settings Type of connection

The Server Access screen is displayed.

If you did not have the LAN plugged into the system, you will get a warning message.

Please follow the message: check your communication cable or device and press OK.

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To use LAN:

- The LAN, select Internet (LAN) and press [OK] .

See also

• To physically connect the LAN to the base, see

Connection Diagram

on page 19.

How to Set LAN Parameters

LAN settings can only be performed if the machine was actually connected to the LAN at power-up.

To set the parameters of the LAN:

From the home screen:

Press and select the path: Advanced Settings Settings Communication settings Internet (LAN) settings

The DHCP configuration is displayed.

Select Auto to automatically configure the LAN (recommended).

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Press [OK] to validate.

The screen Host name setting is displayed. It is un-editable.

Press [OK] to validate.

The screen Set Vendor Class ID is diplayed. It is OFF by default but can be activated and edited.

Press [OK] to validate.

Select:

DNS : Auto, then

Speed & Duplex : Half

Press [OK] to validate.

Other settings screen is displayed with the MAC Address. Press [OK] .

Proxy is OFF by default. If select Proxy is ON and press [OK] .

The Proxy settings screen will display:

Proxy URL : Empty by default. Value chosen by supervisor.

Proxy Port : 8080 by default. Value chosen by supervisor.

Proxy Domain Name : Empty by default. Value chosen by supervisor.

Proxy Username : Empty by default. Value chosen by supervisor.

Proxy Password : Empty by default. Value chosen by supervisor.

Press [OK] .

The Proxy-Kerberos settings screen will display:

Kerberos realm : Empty by default. Value chosen by supervisor.

KDC server name : Empty by default. Value chosen by supervisor.

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Press [OK] , the system will come back to the beginning screen and accept any changes.

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10.7 Date and Time

How to Adjust the Machine Time and Date

To adjust the current time and date:

From the home screen:

Press and select the path: Advanced Settings Settings Date

Management Adjust Date & Time

If you are processing postage at the time when the system clock adjusts for daylight savings time, the Mailing System will wait until you are finished before displaying the new time.

To resynchronize the time with server, press [OK] .

Press [OK] to connect Postal Server.

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How to Check the Machine Time and Date

To check the current time and date:

From the home screen:

Press and select the path: Advanced Settings Settings Date

Management Date and Time

Daylight Savings Time Transitions

Your Mailing System normally auto-adjusts to Daylight Savings Time. However, if it is necessary to resynchronize the time with the server, you can perform a

postal inspection

on page 101.

How to Set the Automatic Date Advance Time

The Automatic Date Advance function automatically changes the date printed on mail pieces at a preset time to the next 'working day' date.

Example: You can set the system to change dates at 17:00 hours and set Saturdays and Sundays to be non-working days. From Friday 17:00 hours to Sunday 23:59, the system will print Monday's date on the envelopes, after a confirmation message to the user.

To set the auto date advance time and days:

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From the home screen:

Press and select the path: Advanced Settings Settings Date

Management Automatic Date Advance

The Auto date advance screen is displayed.

Press [OK] .

Select ON and press [OK] to enable the Auto Date Advance function.

Select Set Hours , enter the Automatic Date Advance time (00:00 hours is not allowed) and press [OK].

Select Set working days , following by the day number on the keypad to select/deselect each day, and then press [OK] .

Press to exit.

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11 Options and Updates

This section describes how you can upgrade your system by adding optional functions and elements of stamp such as latest postal rates, additional texts or slogans.

11.1

11.2

11.3

11.4

11.5

11.6

11.7

Overview .................................................................................203

Using the Mailbox .................................................................204

How to Read Messages ...........................................................................................204

How to Delete Messages .........................................................................................205

Managing Options ................................................................206

How to Display the Options ...................................................................................206

How to Load New Options .....................................................................................207

Managing Text Messages ...................................................208

How to Add (or Cancel) a Text on the Stamp ..................................................208

How to Display the List of Text Messages ........................................................209

How to Add a New Text Message .......................................................................209

How to Delete a Text Message .............................................................................211

How to Modify a Text Message ............................................................................212

Managing Slogans ................................................................213

How to Add or Cancel a Slogan on the Stamp ................................................213

How to Display the List of Slogans ......................................................................214

How to Modify a Slogan ..........................................................................................215

How to Delete a Slogan ...........................................................................................216

How to Remove a Slogan from an Imprint Memory ......................................217

How to Download New Slogans ..........................................................................220

Position Slogan/Text ............................................................221

Managing Postal Rates .......................................................223

Rate Table List ............................................................................................................223

Download New Rates ..............................................................................................224

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11.1 Overview

You can update your Mailing System by:

• Adding new options, such as Differential Weighing or increasing the maximum number of accounts

• Adding enhanced online postal expense management or USPS E-services.

• Update postal Rates

• Creating additional Texts for the stamp

• Downloading custom Slogans

To update your Mailing System's operating system, see

Online

Services

on page 161.

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11.2 Using the Mailbox

The mailbox allows you to receive messages from the Mailing System or from customer service via the server.

On the home screen, an icon indicates that the mailbox contains unread messages.

The Mailbox list screen indicates unread messages and allows you to delete read messages.

How to Read Messages

The mailbox allows you to receive messages from the mailing system or from customer service via the server.

From the home screen:

Press and select the path: Mailbox

The Mailbox screen is displayed.

Select the message to read and press [OK] .

Select Open to read the message.

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How to Delete Messages

The mailbox allows you to receive messages from the mailing system or from customer service via the server.

From the home screen:

Press and select the path: Mailbox

The Mailbox screen is displayed.

Select the message to be deleted and press [OK] .

Select Delete to erase the message.

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11.3 Managing Options

How to Display the Options

The option list includes the options actually loaded into your Mailing System and indicates the options that are activated.

You can also display details for each option.

For more information about the options you can add to your

Mailing System, please contact customer service.

To display the option list:

From the home screen:

Press list and select the path: Advanced Settings Online Services Option

The Options list screen is displayed.

To display the details of an option, select the option and press [OK] .

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How to Load New Options

You can activate new options by connecting the Mailing System to Online Services server. New available options are automatically downloaded into your Mailing System and activated.

Contact customer service to have new options ready for downloading on the Online Services server.

To activate an option that is ready for downloading on the Online Services server:

Check that your Mailing System is connected to a network (see

Connections

on page 19) and that the connection is properly configured (see

Connection Settings

on page 194).

Select Check for updates . It will trigger a call to the Online Services server.

After the call, you can display installed options. See

How to Display the Options

on page 206.

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11.4 Managing Text Messages

How to Add (or Cancel) a Text on the Stamp

To add a text to the stamp, or to cancel the text:

Press .

Select Imprint left or Imprint right .

Select Text list .

The Text list screen is displayed.

Select the desired text in the list or select None for printing no text.

The Text list screen is displayed.

The icon indicates the current selection.

Press [OK] to validate your selection.

The Customize stamp screen is displayed with updated parameters (home screen:

Video: Adding Text To Your Imprint

See also

•

on page 208.

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How to Display the List of Text Messages

The list of text displays the messages you have created and indicates with a check mark the default text, if any.

To display the list of text:

From the home screen:

Press and select the path: Imprint left or Imprint right

Select Text list .

The list of available text messages is displayed.

How to Add a New Text Message

To add a new message:

Display the list of text.

Press and select the path: Imprint left or Imprint right

Select Text List . The list of available text messages is displayed.

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Select Add new .

Enter your text (max. 4 lines, 18 characters per line).

For more information on how you can type different characters, see

Control Panel Features

on page 15.

The lower case letter cannot be entered in the free text.

Press [OK] to validate.

Enter the name to be displayed on the menu for users, then press [OK] .

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How to Delete a Text Message

To delete text:

Display the list of text.

Press and select the path: Imprint left or Imprint right

Select Text List . The list of available text messages is displayed.

Select a message and press [OK] .

The Text Management screen is displayed.

Select Delete a text .

Selected text is displayed.

Press [OK] to confirm deletion.

The system updates the message list.

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How to Modify a Text Message

To modify a text:

Display the list of text.

Press and select the path: Imprint left or Imprint right

Select Text List . The list of available text messages is displayed.

Select a message and press [OK] .

The Text Management screen is displayed.

Select Modify a text .

You can change the text message and press [OK] to display the next screen (Use

[C] key to clear characters).

You can change the text name and press [OK] to validate.

The system updates the message.

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11.5 Managing Slogans

The Slogans are graphical images you can add on the left hand side of the stamp printed on mail pieces.

You can:

• Display the list of slogans

Rename or delete slogans from the list

• Download new slogans.

The available slogans are automatically downloaded into your

Mailing System by connecting the Mailing System to the Online

Services server.

How to Add or Cancel a Slogan on the Stamp

To add a slogan to the stamp or cancel the slogan:

Press .

Select Imprint left or Imprint right .

Select Slogan list .

The Slogan list screen is displayed.

Select the slogan in the list or select None for printing no slogan.

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Press [OK] to validate your selection.

The Customize Stamp screen is displayed with updated parameters (home screen:

Video: Removing A Slogan From Your Imprint

See also

•