Pitney Bowes SV61983 manual

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Table of contents for the manual

  • Page 1

    © 2010 Pitney Bowes Inc. All Rights Reserved Operator Guide US English V ersion 1 Elmcroft Road Stamford, Connecticut 06926-0700 www .pitneybowes.com PB Form SV61983 Rev . G 10/10 *sv61983revG* Digital Postage Meter[...]

  • Page 2

    SV61983 Rev . G ©2010 Pitney Bowes Inc. All rights reserved. This book may not be reproduced in whole or in part in any fashion or stored in a retrieval s ystem of any type or transmitted by any means, elec tron i cal ly or mechanically , without the express, written permission of Pitney Bowes. We have made every reasonable ef fort to ensure the a[...]

  • Page 3

    Declaration of Conformity According to FCC Rules Part 2 , Paragraph 2.1077 This device complies with Part 15 of the FCC Rules. Operation is subject to the following two conditions: (1) this device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation.[...]

  • Page 4

    FCC Part 68 Compliance of the Modem This equipment complies with Part 68 of the FCC rules and the require- ments adopted by the ACT A. On the bottom of this equipment is a label that contains, among other information, a product identifier in the format US:AAAEQ##TXXXX. If requested, this number must be provided to the telephone company . This equip[...]

  • Page 5

    Industry Canada This product meets the applicable Industry Canada technical specifications. The Ringer Equivalence Number (REN) is an indication of the maximum number of devices allowed to be connected to a telephone interface. The Ringer Equivalence Number (REN) of this terminal equipment is 1.0 (with the exception of the K7M0, which is 0.3). The [...]

  • Page 6

    This page was put in as a placeholder so you can print this entire guide in a duplex (double-sided) mode while keeping the proper page positions.[...]

  • Page 7

    v SV61983 Rev . G Machine Identification Product Name: mailstation 2™ digital postage meter Model Number: K700 (Product Code K7M0) Resources T o obtain product help through tutorials, troubleshooting pages, downloads, chat, and forums, go to: http://www .support.pb.com/K7M0 T o order Pitney Bowes supplies and accessories, go to: http://www .pb.co[...]

  • Page 8

    vi Pitney Bowes Contact List SV61983 Rev . G This page was put in as a placeholder so you can print this entire guide in a duplex (double-sided) mode while keeping the proper page positions.[...]

  • Page 9

    vii SV61983 Rev . G 1 • Introduction What's In this Guide .......................................................... 1-1 About the Pitney Bowes Small Office Series ™ .................. 1-2 About Y our Machine .......................................................... 1-2 Sections of the Meter Stamp .........................................[...]

  • Page 10

    viii T able of Contents SV61983 Rev . G 4 • Printing Options Printing Options ................................................................. 4-1 Sections of the Meter Stamp ............................................. 4-1 Printing a $0.00 Meter Stamp ............................................ 4-2 Auto-Advance of Printed Date for the Meter S[...]

  • Page 11

    ix T able of Contents SV61983 Rev . G Adding Postage to Y our Machine ...................................... 5-9 At a PC Using PC Meter Connect ™ Desktop App. . 5-9 Using an Analog Phone Line (at Back of Meter) ...... 5-10 Performing USPS Meter Inspections ............................... 5-1 1 At a PC Using PC Meter Connect ™ Desktop App. 5-1 1[...]

  • Page 12

    x T able of Contents SV61983 Rev . G Settings for the Optional Scale ........................................ 6-10 Reset Scale to Zero ................................................. 6-10 At a PC Using PC Meter Connect ™ Desktop App. 6-10 At Mailing Machine ............................................ 6-10 V iew Metric W eight .................[...]

  • Page 13

    xi T able of Contents SV61983 Rev . G 8 • Reports Reports Overview .............................................................. 8-1 Funds Report ..................................................................... 8-1 Refill Summary Report ...................................................... 8-2 At a PC Using PC Meter Connect ™ Desktop App[...]

  • Page 14

    xii T able of Contents SV61983 Rev . G Appendix A - PC Meter Connect ™ Desktop Application Appendix B - Passwords and Meter Functions Appendix C - How to Enter T ext Appendix D - Glossary Index[...]

  • Page 15

    1-1 SV61983 Rev . G 1 • Introduction What's in this Guide Chapter Description Chapter 1 Introduction Describes the key features of your mail ing system. It also includes important safety notes. Chapter 2 Getting to Know Y our System Explains the purpose and shows the lo ca tion of each control and ma chine feature. Please read this Chapter c[...]

  • Page 16

    1-2 1 • Introduction SV61983 Rev . G About the Pitney Bowes Small Office Series™ Pitney Bowes Small Office Series™ is a line of unique mailing solu- tions for small businesses and those with home offices. The line has products for all volumes and types of postage usage from less than $30/month in postage to $300/month and more as well as prod[...]

  • Page 17

    1-3 1 • Introduction SV61983 Rev . G Sections of the Meter Stamp These are the sections that make up the meter stamp printed on your mail piece. Envelope Ad Postal Inscription* Postage Applied Optional Printing Required Printing Meter Serial Number *required only for certain classes of mail What is IntelliLink™? Y our mailing system takes full [...]

  • Page 18

    1-4 1 • Introduction SV61983 Rev . G Postal Requirements The meter on your mailing machine is licensed by the United States Postal Service (USPS ® ) and you must follow some basic requirements. • Mail must have the correct date and postage amount in the me- ter stamp (indicia). • Metered mail must bear the ZIP Code location of the post offic[...]

  • Page 19

    1-5 1 • Introduction SV61983 Rev . G Other Sources of Information Other sources of information for your mailing machine include: • The machine Quick Reference Guide, located in the front pull-out tray . It has con densed ver sions of many of the topics covered in this book. • The PC Meter Connect™ application (when installed on your PC) •[...]

  • Page 20

    1-6 1 • Introduction SV61983 Rev . G Specifications Equipment Size Base Model 8.4” (213 mm) H x 13.8” (351 mm) L x 10.4” (264 mm) D Base Model With Scale 9.1” (231 mm) H x 13.8” (351 mm) L x 10.4” (264 mm) D Weight 7.9 lbs. (3.6 kg.) without scale 8.7 lbs. (4.0 kg.) with scale Power Requirements 100-120 V AC, 50/60Hz. 0.3A Ports 1 USB[...]

  • Page 21

    1-7 1 • Introduction SV61983 Rev . G IMPORT ANT : For best results, always make sure your material conforms to these specifications. Specifications (cont'd) Material (see figure below) Minimum Size 5" x 3.5" (127 mm x 89 mm Minimum Thickness 0.007" (0.18 mm) Maximum Thickness 5/16" (8.0 mm)[...]

  • Page 22

    1-8 1 • Introduction SV61983 Rev . G Important Safety Notes Follow the normal safety precautions for all of fice equipment. • Please read all instructions before you attempt to op er ate the sys- tem. Save these in struc tions for future use. • Use only Pitney Bowes-approved supplies, in particular aerosol dusters. Improper storage and use of[...]

  • Page 23

    1-9 1 • Introduction SV61983 Rev . G Important Safety Notes (cont'd) • A void touching moving parts or materials while the ma chine is in use. Before clear ing a stall (jam), be sure ma chine mechanisms come to a complete stop. • T o prevent overheating, do not cover the vent open ings. • When removing stalled material, avoid using too[...]

  • Page 24

    1-10 1 • Introduction SV61983 Rev . G Important T elephone Safety Instructions The machine may connect directly to an an a log tele phone line. For your protection, basic safety pre cau tions should always be followed to reduce the risk of fire, elec tric shock, and injury to persons. These safety pre cau tions include: W ARNING: T o reduce the r[...]

  • Page 25

    2-1 SV61983 Rev . G 1 2 3 Parts of the Machine 5 4 2 • Getting to Know Y our System Item Part Description 1 Control Panel Allows you to enter and set up information on your mailing system. 2 LED Lights amber when your machine is low on ink (one blink indicates the machine is out of ink). 3 Scale (optional) Allows you to weigh a mail piece so you [...]

  • Page 26

    2-2 2 • Getting to Know Y our System SV61983 Rev . G Control Panel 1 4 8 7 3 9 2 5 6 Item Part Description 1 LCD Display Shows the current status of your machine and prompts you through all setup operations in a two-line LCD. 2 Lock Key Prevents unauthorized use of your machine if the lock feature is set up and the machine is in "sleep mode&[...]

  • Page 27

    2-3 2 • Getting to Know Y our System SV61983 Rev . G Connections on Back of Machine 1 4 3 2 6 5 Item Part Description 1 Phone Jack Allows you to connect to an analog phone line via a standard RJ-1 1 phone plug (the same as a Fax machine) and connect to the Pitney Bowes Data Center to download postage and system updates (see also Chapter 5, Adding[...]

  • Page 28

    2-4 2 • Getting to Know Y our System SV61983 Rev . G This page was put in as a placeholder so you can print this entire guide in a duplex (double-sided) mode while keeping the proper page positions.[...]

  • Page 29

    3-1 SV61983 Rev . G Home Screen When you power up your system, the Home screen ap pears on the operating display . If your sys tem has been set up to require a Lock Code or password, you are prompted to enter it. A typical Home screen is show below (with optional scale connected and optional internal rating feature). $0.46 0lb 0.0oz 1st Cl Ltr MA Y[...]

  • Page 30

    3-2 3 • Running Mail SV61983 Rev . G Determining the Amount of Postage to Use The amount of postage on a mail piece is based on USPS regula- tions and involves factors such as: • class of mail • weight • shape (for certain size letters and all packages) • how fast you want the mail piece delivered If you have purchased the optional intern[...]

  • Page 31

    3-3 3 • Running Mail SV61983 Rev . G Keying In the Postage Directly Use this method when you already know the exact amount of postage. 1. From the main screen, en ter the post age us ing the nu mer ic keys and press Enter/yes . NOTE: Y ou do not need to enter the deci- mal point. 2. Slide the envelope (or tape sheet if mail piece is too big for m[...]

  • Page 32

    3-4 3 • Running Mail SV61983 Rev . G Using the Optional Scale with Optional Internal Rating Use this method when you are using the optional scale and optional internal rating feature. 1. Place mail piece on scale. The weight of the mail piece appears on the display . i NOTE 1 : If there was no class specified on the display when you placed the ma[...]

  • Page 33

    3-5 3 • Running Mail SV61983 Rev . G Entering Weight Manually with Optional Internal Rating Use this method when: • you already know the weight of a mail piece and you are not us- ing the optional scale. • you are using the optional scale and the weight of the mail piece exceeds that weight limit of the scale (2 or 5 lbs., depending on model)[...]

  • Page 34

    3-6 3 • Running Mail SV61983 Rev . G Weight Hold Mode The weight hold mode, when activated (see Chapter 6 - System Settings ), allows you to rate a piece of mail even if the weight is re- moved from the scale. Y ou would use this mode when the size of the mail piece covers the display screen. The machine holds the weight in memory until you selec[...]

  • Page 35

    3-7 3 • Running Mail SV61983 Rev . G Printing the Batch Count 1. Press Menu . 2. Use the Review keys to scroll to "Select a report?" and press Enter/yes. 3. Use the Review keys to scroll to "Print funds report?” and press Enter/yes . When prompted, insert an envelope or tape strip into the mail slot. The batch count and batch val[...]

  • Page 36

    3-8 3 • Running Mail SV61983 Rev . G Clearing the Batch Count IMPORT ANT : Make sure you really want to clear the batch count; once you do, you can't re store the data. 1. Press Funds. 2. Use the Review keys to scroll to "Reset batch postage and piec- es?” and press Enter/yes. 3. Press Enter/yes to confirm that you want to clear these[...]

  • Page 37

    4-1 SV61983 Rev . G Printing Options There are various printing options available when processing mail through your machine. Refer to the table below . Printing Option Used for Outgoing Mail Used for Incoming Mail Print a normal meter stamp (postage indicia) X T urn off and on the printing of the date as part of the meter stamp (for certain classes[...]

  • Page 38

    4-2 4 • Printing Options SV61983 Rev . G Manually Changing Printed Date for the Meter Stamp Y ou may want to advance the date printed on the meter stamp if it is after normal business hours and you want to prepare outgoing mail for a future business day's mailing. IMPORT ANT : • Y ou can advance the date up to 30 days from the current date[...]

  • Page 39

    4-3 4 • Printing Options SV61983 Rev . G At a PC Using the PC Meter Connect™ Desktop Application 1. At the My Meter tab, select Meter Settings . 2. Select Date and Time . 4. Click Apply . A confirmation screen displays the new date. Click OK. 5. T o set the date on your mail back to the current date, repeat steps 1-4 and select today's dat[...]

  • Page 40

    4-4 4 • Printing Options SV61983 Rev . G T urning On or Off Date Printing for the Meter Stamp For most mailings, you normally print the date as part of the meter stamp. However , for certain classes of mail, you may want to turn off the date. Call your local post office or visit www .usps.com for further information. 1. Press Menu . 2. Use the Re[...]

  • Page 41

    4-5 4 • Printing Options SV61983 Rev . G At a PC Using the PC Meter Connect™ Desktop Application 1. At the My Meter tab, select Meter Settings . 2. Select Ads & Inscriptions . 3. In the Envelope Ads field, use the dropdown list to select the desired Ad, or select the blank option to remove an ad. If you've chosen an ad, the ad displays[...]

  • Page 42

    4-6 4 • Printing Options SV61983 Rev . G Adding/Removing an Envelope Ad to the Meter Stamp Purchasing Other Envelope Ads for Y our machine Y our machine comes pre-loaded with six envelope ads. If you want another envelope ad, contact Pitney Bowes (see the Pitney Bowes Contact List at start of this guide). Ready-made items can be pur- chased and d[...]

  • Page 43

    4-7 4 • Printing Options SV61983 Rev . G Adding/Removing Postal Inscription to the Meter Stamp IMPORT ANT : The postal inscription that prints on the meter stamp is a separate setting from the postal class you have chosen to rate your mail piece. The two normally should match for your mail piece. However , chang- ing one on your mailing machine d[...]

  • Page 44

    4-8 4 • Printing Options SV61983 Rev . G Purchasing Other Postal Inscriptions for Y our machine Y our machine comes pre-loaded with two postal inscriptions. If you want another postal inscription, contact Pitney Bowes (see the Pitney Bowes Contact List at start of this guide). Inscriptions can be pur- chased and downloaded directly into your mach[...]

  • Page 45

    4-9 4 • Printing Options SV61983 Rev . G Printing Envelope Ad Only (no meter stamp) Y ou may want to use this feature to add your company's message to incoming mail. 1. Press Menu . 2. Use the Review keys to scroll to "Change meter stamp type?” and press Enter/yes. T urning ON Ad Only Printing - Use the Review keys to scroll to "[...]

  • Page 46

    4-10 4 • Printing Options SV61983 Rev . G This page was put in as a placeholder so you can print this entire guide in a duplex (double-sided) mode while keeping the proper page positions.[...]

  • Page 47

    5-1 SV61983 Rev . G 5 • Adding Postage/ Connecting to Data Center Postage and Y our Machine Postage is stored internally in your meter . When you need to add more, you simply establish communications between your meter and the Pitney Bowes Data Center , and specify the amount of postage you wish to download. The postage is electronically transfer[...]

  • Page 48

    5-2 5 • Adding Postage/Connecting to Data Center SV61983 Rev . G Downloads from the Data Center to Y our Machine When you connect to the Pitney Bowes Data Center to add postage or perform other transactions, the Data Center may activate other downloads while the machine is connected. If some type of system/ postal update or download is available,[...]

  • Page 49

    5-3 5 • Adding Postage/Connecting to Data Center SV61983 Rev . G Downloads from the Data Center to Y our Machine (cont'd) The following downloads/activities may occur when your system is connected to the Pitney Bowes Data Center: System Update If there has been an important update to your system, you will be notified that a required update i[...]

  • Page 50

    5-4 5 • Adding Postage/Connecting to Data Center SV61983 Rev . G Downloads from the Data Center to Y our Machine (cont'd) Postal Rate Update Postal rates change periodically by the USPS ® . If new rates are avail- able, you can download them quickly and easily directly from the Pitney Bowes Data Center . The new rates are normally available[...]

  • Page 51

    5-5 5 • Adding Postage/Connecting to Data Center SV61983 Rev . G Using PC Meter Connect ™ Desktop Application to Establish Communications (Preferred Method) PC Meter Connect™ Main Window i NOTE : If the PC Meter Connect ™ software was not running for some reason (you'll know this when you don't see the PC Meter Connect ™ icon in[...]

  • Page 52

    5-6 5 • Adding Postage/Connecting to Data Center SV61983 Rev . G Plug phone line in here Using an Analog Phone Line to Establish Communications (Alternate Method) If you do not have Internet access available, you may establish com- munications to the Pitney Bowes Data Center using an analog phone line. The following are usually analog phone lines[...]

  • Page 53

    5-7 5 • Adding Postage/Connecting to Data Center SV61983 Rev . G At a PC Using the PC Meter Connect™ Desktop Application At the Postage tab (which is the default tab that displays when you first launch the program), view "Current Meter Balance". Printing a Funds (Postage) Report (only accessible at the meter itself) A funds report all[...]

  • Page 54

    5-8 5 • Adding Postage/Connecting to Data Center SV61983 Rev . G Checking Y our Account Balance in the Postage By Phone ® System i NOTE : The Postage By Phone® ac count balance represents the funds in your account, not the amount in your meter . At a PC Using the PC Meter Connect™ Desktop Application At the Postage tab (which is the default t[...]

  • Page 55

    5-9 5 • Adding Postage/Connecting to Data Center SV61983 Rev . G Adding Postage to Y our Machine Y ou can add postage to your machine any time as long as you have enough funds in your Postage By Phone® system ac count. At a PC Using the PC Meter Connect™ Desktop Application 1. At the Postage tab, click on "Add Postage to Meter". 2. E[...]

  • Page 56

    5-10 5 • Adding Postage/Connecting to Data Center SV61983 Rev . G Postage in Meter - amount of postage (funds) in your meter . Prepaid on Account - amount you have left in your Postage By Phone® system ac count of those funds you paid for in advance (by sending in a check, direct withdrawal, etc.) Credit Line Available - amount you have left in [...]

  • Page 57

    5-1 1 5 • Adding Postage/Connecting to Data Center SV61983 Rev . G Performing USPS Meter Inspection Downloading Files or Updating System Use this option when you need to manually: • Restart an interrupted download • Download postal inscriptions, envelope ads, system updates, rate updates, or updating PC Meter Connect™ software At a PC Using[...]

  • Page 58

    5-12 5 • Adding Postage/Connecting to Data Center SV61983 Rev . G This page was put in as a placeholder so you can print this entire guide in a duplex (double-sided) mode while keeping the proper page positions.[...]

  • Page 59

    6-1 SV61983 Rev . G System Settings Settings settings allow you to customize your machine for the way you run your mail and add security to those features that are sensi- tive to your organization. These settings include: • Setting display contrast • Setting system time • Using the preset feature • Setting/disabling lock code • Setting sl[...]

  • Page 60

    6-2 6 • System Settings SV61983 Rev . G At Mailing Machine 1. Press Menu. 2. Use the Review keys to scroll to "Change date and time settings?" and press Enter/yes . 3. Use the Review keys to scroll to "Change time?" and press Enter/yes. 4. Use the Review keys to advance or set back the time shown. A message confirms your choic[...]

  • Page 61

    6-3 6 • System Settings SV61983 Rev . G Preset Feature IMPORT ANT : • Y ou cannot delete the preset, but you can define new values for the preset based on the current condition of the machine. • The preset values display after you turn on your machine or after you activate the machine from "sleep" mode. • When a rate change become[...]

  • Page 62

    6-4 6 • System Settings SV61983 Rev . G Turning the Preset Feature On or Off Preset Feature At Mailing Machine 1. Press Menu . 2. Use the Review keys to scroll to "Change setup?" and press En- ter/yes. 2. Use the Review keys to scroll to "Use preset setup?" and press Enter/yes. T urning ON Preset - Press Enter/yes at "T u[...]

  • Page 63

    6-5 6 • System Settings SV61983 Rev . G V iewing the Preset At a PC Using the PC Meter Connect™ Desktop Application Select the My Meter tab , click Meter Settings, then click on "View Preset". See sample screen below . Click OK to close. Preset Feature At Mailing Machine 1. Press Menu . 2. Use the Review keys to scroll to "Change[...]

  • Page 64

    6-6 6 • System Settings SV61983 Rev . G Storing New V alues for (Changing) the Preset At a PC Using the PC Meter Connect™ Desktop Application 1. Select the My Meter tab . 2. Click Meter Settings. 3. Click "Change Preset". A Change Preset screen displays. Preset Feature 4. Establish the proper settings on your machine that you want the[...]

  • Page 65

    6-7 6 • System Settings SV61983 Rev . G At Mailing Machine 1. Establish the proper settings on your machine that you want the preset to contain (class, destination, envelope ad, etc.). i NOTE : If no class is selected, you may save a postage amount as a preset. Once a class is selected, you can not save a postage amount. 2. Press Menu . 3. Use th[...]

  • Page 66

    6-8 6 • System Settings SV61983 Rev . G Setting/Disabling the Lock Code The lock code prevents unauthorized access to your system after the machine has been powered up and/or has entered sleep mode. 1. Press Menu. 2. Use the Review keys to scroll to "Change Setup" and press En- ter/yes. 3. Use the Review keys to scroll to "Use lock[...]

  • Page 67

    6-9 6 • System Settings SV61983 Rev . G Setting Sleep Mode Activation Time Y ou can set the amount of time the machine waits until entering "sleep mode". When the machine is in sleep mode, the display is blank (except for the time in the lower right) and you can't process mail. Y ou awaken the machine by merely pressing any button [...]

  • Page 68

    6-10 6 • System Settings SV61983 Rev . G V iew Metric Weight Y ou can display a weight in metric values (grams or kilograms) when needed. This is helpful when you are using the internal rating feature and need to know the weight of an item when sending to a country whose rates are based on metric values (such as Canada). 1. Place the piece on the[...]

  • Page 69

    6-1 1 6 • System Settings SV61983 Rev . G Activating/Disabling Weight Hold Mode The weight hold mode allows you to rate a piece of mail even if the weight is removed from the scale. Y ou would use this mode when the size of the mail piece covers the display screen. The machine holds the weight in memory until you select a class and finish the rat[...]

  • Page 70

    6-12 6 • System Settings SV61983 Rev . G Setting the High V alue W arning Y ou can have the machine warn you when you manually key in a post age val ue that is higher than a maximum amount that you spec- ify . This fea ture helps prevent you from ac ci den tal ly print ing a post- age val ue that's more than you need. i NOTE : This warning d[...]

  • Page 71

    6-13 6 • System Settings SV61983 Rev . G Setting the Low Funds W arning Y ou can have the machine warn you when your postage (funds) in the machine reaches a certain amount. This warning acts as a re- minder for you to add more postage to your machine (by connecting to the Data Center and downloading funds). At Mailing Machine 1. Press Menu. 2. U[...]

  • Page 72

    6-14 6 • System Settings SV61983 Rev . G Selecting T one/Pulse for Dialing Out to Data Center via Analog Line Y ou can tell the machine if you use a tone or pulse type phone when dialing out to the Data Center via an analog line. 1. Press Menu. 2. Use the Review keys to scroll to "Change Setup" and press Enter/ yes. 3. Use the Review ke[...]

  • Page 73

    6-15 6 • System Settings SV61983 Rev . G Using Intra BMC ZIP Code Groups Intra BMC (Bulk Mail Center) ZIP Code groups are a USPS pre-sort option for bulk mailings in the USA. T o qualify for a discount when using Intra BMC ZIP Code groups: • Y ou must be sending mail pieces/parcels with origination and destination locations within the same BMC [...]

  • Page 74

    6-16 6 • System Settings SV61983 Rev . G Creating/Maintaining Intra-BMC ZIP Groups Before you can set up Intra-BMC (Bulk Mail Center) ZIP Code groups, you must obtain a postal zone chart that is specific to your ZIP Code from your local post of fice. Use the postal zone chart to determine if the ending ZIP Code of the parcel falls within your BMC[...]

  • Page 75

    7-1 SV61983 Rev . G 7 • Standard Accounting (Option) Overview of Accounting An accounting feature on a mailing machine allows you to track your postage costs by categories. These categories can represent whatever makes sense to your organization - departments, people, locations, projects, etc. T racking your mailing expenses by category allows yo[...]

  • Page 76

    7-2 7 • Standard Accounting (Option) SV61983 Rev . G Creating an Account Y ou need to create an account before you can use the accounting feature to track postage. 1. Press Menu . 2. Use the Review keys to scroll to "Use Accounting functions?" and press Enter/yes. 3. Use the Review keys to scroll to "Create an account?" and pr[...]

  • Page 77

    7-3 7 • Standard Accounting (Option) SV61983 Rev . G Editing Account Name and Password Y ou can edit an account name and password if you wish. 1. Press Menu . 2. Use the Review keys to scroll to "Use Accounting functions?" and press Enter/yes. 3. Use the Review keys to scroll to "Edit an existing Account?" and press Enter/yes.[...]

  • Page 78

    7-4 7 • Standard Accounting (Option) SV61983 Rev . G Viewing Account T otals Y ou can view your account totals any time using this option. At a PC Using the PC Meter Connect™ Desktop Application 1. At the My Meter tab, select Account Reports . A report displays, listing the postage and number of pieces for each account. At Mailing Machine 1. Pr[...]

  • Page 79

    7-5 7 • Standard Accounting (Option) SV61983 Rev . G Printing an Accounting Report Y ou can view and print your account totals any time. Y ou may want to do this before you clear or delete an account, such as at the end of a fiscal year . At a PC Using the PC Meter Connect™ Desktop Application 1. At the My Meter tab, select Account Reports . 2.[...]

  • Page 80

    7-6 7 • Standard Accounting (Option) SV61983 Rev . G At Mailing Machine 1. Press Menu . 2. Use the Review keys to scroll to "Use Accounting functions?" and press Enter/yes. 3. Use the Review keys to scroll to "Print an Account Report?" and press Enter/yes. 4. Select print single or print multiple report and press Enter/yes. Pr[...]

  • Page 81

    7-7 7 • Standard Accounting (Option) SV61983 Rev . G Clearing All or Some of the Accounts Y ou can clear the postage totals on an account when necessary (for example, at the end of a fiscal year). IMPORT ANT : Make sure you really want to clear an ac count. Once you do, the account in for ma tion is gone. We suggest you print an accounting report[...]

  • Page 82

    7-8 7 • Standard Accounting (Option) SV61983 Rev . G Deleting an Account Y ou can delete an account when necessary (for example, at the end of a fiscal year). IMPORT ANT : Make sure your really want to delete an ac count. Once you do, the account in for ma tion is gone. We suggest you print an accounting report first (see previous topic) before c[...]

  • Page 83

    8-1 SV61983 Rev . G Reports Overview Y our machine allows you to view and print reports for funds usage, postage refills, and other valuable data. The printable reports are done right from your machine on an envelope or tape sheet. i NOTE : See Chapter 7 - Standard Accounting for information on Accounting Reports. Funds Report A funds report allows[...]

  • Page 84

    8-2 8 • Reports SV61983 Rev . G At a PC Using the PC Meter Connect™ Desktop Application 1. At the My Meter tab , click Refill History . 2. Click Print at lower left of screen. Refill Summary Report 3. Click Print at lower left of screen again. 4. Select the desired printer at the Windows Print screen and click OK.[...]

  • Page 85

    8-3 8 • Reports SV61983 Rev . G At Mailing Machine 1. Press Menu . 2. Use the Review keys to scroll to "Select a report?" and press En- ter/yes. 3. Use the Review keys to scroll to "Print refill summary?" and press Enter/yes. 4. When prompted, insert tape sheet or envelope into the machine. 5. The report is printed (see sample[...]

  • Page 86

    8-4 8 • Reports SV61983 Rev . G At Mailing Machine (Printed) 1. Press Menu . 2. Use the Review keys to scroll to "Select a report?" and press Enter/yes. 3. Use the Review keys to scroll to "Print Software V ersion report?" and press Enter/yes. 4. When prompted, insert tape sheet or envelope into the machine. 5. The report is p[...]

  • Page 87

    8-5 8 • Reports SV61983 Rev . G View Software (System) V ersions (on Machine Display Only) This report lists system information about your system on the ma- chine display; it is not printed. 1. Press Menu . 2. Use the Review keys to scroll to "Select a report?" and press En- ter/yes. 3. Use the Review keys to scroll to "View softwa[...]

  • Page 88

    8-6 8 • Reports SV61983 Rev . G This page was put in as a placeholder so you can print this entire guide in a duplex (double-sided) mode while keeping the proper page positions.[...]

  • Page 89

    9-1 SV61983 Rev . G Messages Indicating Ink Cartridge Replacement i NOTE: We recommend that you keep a spare ink cartridge on hand at all times. Y our actual ink usage will vary , depending on whether you routinely print ads, how many pieces of mail you print a day and oth er factors. The machine display tells you when the ink supply is low or exha[...]

  • Page 90

    9-2 9 • Ink Installation and Maintenance SV61983 Rev . G 5. Press unlock symbol to open the cartridge holder . 6. T ilt the old cartridge towards you and lift out. Discard old cartridge. 7. Remove new cartridge from its package and pull off protective tape covering the vent and ink holes. Replacing the Ink Cartridge IMPORT ANT : T o avoid damage [...]

  • Page 91

    9-3 9 • Ink Installation and Maintenance SV61983 Rev . G Replacing the Ink Cartridge (cont'd) 8. T ilt new cartridge towards you and insert into print head. Straighten cartridge so it is upright. 9. Close ink cover by pressing down on lock symbol in circle near- est to you. 10. Close machine cover . Press Enter/yes . 1 1. Press Enter/yes to [...]

  • Page 92

    9-4 9 • Ink Installation and Maintenance SV61983 Rev . G Good T est Print (No Missing Lines) Poor T est Print (Missing Lines) Printing T est Pattern Running a print test may help you identify a printing problem. 1. Press Menu . 2. Use the Review keys to scroll to "Use ink functions?" and press Enter/yes. 3. Use the Review keys to scroll[...]

  • Page 93

    9-5 9 • Ink Installation and Maintenance SV61983 Rev . G Replacing the Print Head IMPORT ANT : This procedure should only be done under the direction or with the permission of a Pitney Bowes representative. 1. Press Menu . 2. Use the Review keys to scroll to "Use ink functions?" and press Enter/yes. 3. Use the Review keys to scroll to &[...]

  • Page 94

    9-6 9 • Ink Installation and Maintenance SV61983 Rev . G Replacing the Ink T ray IMPORT ANT : This procedure should only be done under the direction or with the permission of a Pitney Bowes representative. 1. Press Menu . 2. Use the Review keys to scroll to "Use ink functions?" and press Enter/yes. 3. Use the Review keys to scroll to &q[...]

  • Page 95

    10-1 SV61983 Rev . G continued- > Message Description Action Account Balance Low Refill amount exceeds funds available or credit limit. Perform refill procedures for smaller amount, make an advance payment, or call Pitney Bowes for credit (see Pitney Bowes Contact List at the start of this guide). Cannot Reach Data Center T rouble getting a conn[...]

  • Page 96

    10-2 10 • T roubleshooting SV61983 Rev . G Error Messages Message Description Action Connection Lost Connection made but lost before transaction com- pleted. Press Clear/Back (C); try again in a few minutes. If problem persists call Pitney Bowes (see Pitney Bowes Contact List at the start of this guide). Inspection Due Inspection Re- quired This [...]

  • Page 97

    10-3 10 • T roubleshooting SV61983 Rev . G Display Difficult to Read Y ou can adjust the LCD display contrast if necessary . 1. Press Menu. 2. Use the Review keys to scroll to "Change setup" and press Enter/ yes. 3. Use the Review keys to scroll to "Change display contrast?" and press Enter/yes. 4. Select the contrast you want[...]

  • Page 98

    10-4 10 • T roubleshooting SV61983 Rev . G Problems Connecting to Data Center via Analog Line Symptom Solution Improper phone line or phone line not connected to machine • Make sure you've connected your mailing system to a dedicated an a log phone line (the same type you connect your home phone to). If you are using a DSL line, you should[...]

  • Page 99

    10-5 10 • T roubleshooting SV61983 Rev . G Accidentally Printing the Wrong Postage Once you have printed a meter stamp, the postage funds have been “used up” by the machine, even if the printing is illegible. That’ s why it is so important to make sure the correct value is shown on the ma- chine before inserting the mail piece or tape strip[...]

  • Page 100

    10-6 10 • T roubleshooting SV61983 Rev . G This page was put in as a placeholder so you can print this entire guide in a duplex (double-sided) mode while keeping the proper page positions.[...]

  • Page 101

    1 1-1 SV61983 Rev . G Options • Internal Rating Feature The internal rating feature allows the machine to calculate post- age automatically for most mail pieces based on the weight (ei- ther entered manually or using the optional scale) and the class for a mail piece. It provides access to these common USPS classes of mail: 1st Class Priority Exp[...]

  • Page 102

    1 1-2 1 1 • Supplies and Options SV61983 Rev . G • Scale The scale allows you to accurately weigh mail and packages. Y ou have a choice of a 2 lb. or 5 lb. capacity scale. See Chapter 6 - System Settings for scale settings. • Extension Cable for Scale The extension cable allows you to position the scale up to 48 inches from the machine for ex[...]

  • Page 103

    A-1 SV61983 Rev . G Appendix A • PC Meter Connect ™ Desktop Application About PC Meter Connect™ Desktop Application PC Meter Connect™ desktop application is PC-based software that allows you to use your PC's high-speed Internet (via broadband, DSL, network, etc.) to connect your mailing machine to the Data Center , as well as provide c[...]

  • Page 104

    A-2 Appendix A • PC Meter Connect ™ Desktop App. SV61983 Rev . G Desktop Shortcut Icon Icon in System T ray Installation Download the PC Meter Connect™ software from the Pitney Bowes DM100/DM220/DM125/DM225 support website ( see page v ) to your PC with Internet access. Locate the USB cable supplied with your mailing machine and follow these [...]

  • Page 105

    A-3 Appendix A • PC Meter Connect ™ Desktop App. SV61983 Rev . G PC Meter Connect™ Main Window (after Connecting to Data Center) Access/Launching the Application T o access the features of the program, double-click the desktop icon or the system tray icon to open the PC Meter Connect™ Main window . PC Meter Connect™ connects to the Data C[...]

  • Page 106

    A-4 Appendix A • PC Meter Connect ™ Desktop App. SV61983 Rev . G PC Meter Connect™ Main Window 3 4 1 2 5 PC Connect™ Desktop Application Main Window 1. Connection Status —indicates whether your PC can communi- cate with the Internet and to your mailing system. A green check ✔ indicates a good connection, while a red X means the devices [...]

  • Page 107

    A-5 Appendix A • PC Meter Connect ™ Desktop App. SV61983 Rev . G PC Connect™ Desktop Application Main Window 2. Messages from Meter —displays status messages (such as "Funds Low") to help you keep your machine up and running. 3. Feature T abs (described in detail on the following pages) —allows access to the features of the soft[...]

  • Page 108

    A-6 Appendix A • PC Meter Connect ™ Desktop App. SV61983 Rev . G Options Screen for PC Meter Connect ™ Features Accessible from the System T ray Icon Right Click on PC Meter Connect ™ Icon in System T ray If you right-click on PC Meter Connect ™ icon in the system tray , you can access additional features of the PC Meter Connect ™ softw[...]

  • Page 109

    A-7 Appendix A • PC Meter Connect ™ Desktop App. SV61983 Rev . G Feature T abs Postage Support Information Provides the postage amount in your system, your Postage-By-Phone balance, and your Purchase Power balance. T ask Panel Allows you to add postage to your meter . Simply: 3. Click Continue to proceed with the refill (or Cance l if you chang[...]

  • Page 110

    A-8 Appendix A • PC Meter Connect ™ Desktop App. SV61983 Rev . G Supplies Feature T abs T ask Panel Provides links to web pages on the Pitney Bowes website so you can order: • Supplies • Cleaning Kits • Envelopes • Envelope Ads • Laser T oner and Ink Cartridges Supplies T ab - Main Screen[...]

  • Page 111

    A-9 Appendix A • PC Meter Connect ™ Desktop App. SV61983 Rev . G Updates Feature T abs Support Information Provides the rate version information stored in your mailing system, in either a summary or detail mode . T ask Panel Allows you to connect to the Pitney Bowes Data Center and: • update the system • perform a meter inspection Updates T[...]

  • Page 112

    A-10 Appendix A • PC Meter Connect ™ Desktop App. SV61983 Rev . G Support Feature T abs T ask Panel Provides links to these support functions: • My Account on the Pitney Bowes website • On-line Help on this machine on the Pitney Bowes website • demonstrations about your machine (brings up a separate dem- os screen to choose from, see abov[...]

  • Page 113

    A-1 1 Appendix A • PC Meter Connect ™ Desktop App. SV61983 Rev . G My Meter Feature T abs T ask Panel Allows you to access to machine features such as: • system settings (date, time, preset, etc.). See next pages for details. • resetting the scale to zero • link to My Account on the Pitney Bowes website to access T otal Meter Reporting (o[...]

  • Page 114

    A-12 Appendix A • PC Meter Connect ™ Desktop App. SV61983 Rev . G My Meter - Meter Settings Main Screen My Meter (cont'd) Feature T abs T ask Panel The Meter Settings screen (see below) provides access to these ad- ditional machine features: • Date and T ime (see Chapter 4 - Printing Options ) • Ads and Inscriptions (see Chapter 4 - Pr[...]

  • Page 115

    A-13 Appendix A • PC Meter Connect ™ Desktop App. SV61983 Rev . G My Meter (cont'd) Feature T abs T ask Panel Ads & Inscriptions My Meter - Meter Settings Screen - Ads & Inscriptions (None Chosen) My Meter - Meter Settings Screen - Ads & Inscriptions (Chosen)[...]

  • Page 116

    A-14 Appendix A • PC Meter Connect ™ Desktop App. SV61983 Rev . G My Meter (cont'd) Feature T abs T ask Panel W arnings Weight Hold My Meter - Meter Settings - W arnings Screen My Meter - Meter Settings - Weight Hold Screen[...]

  • Page 117

    A-15 Appendix A • PC Meter Connect ™ Desktop App. SV61983 Rev . G My Meter (cont'd) Feature T abs T ask Panel View Preset My Meter - Meter Settings Screen - View Preset (On) My Meter - Meter Settings Screen - View Preset (Off)[...]

  • Page 118

    A-16 Appendix A • PC Meter Connect ™ Desktop App. SV61983 Rev . G My Meter (cont'd) Feature T abs T ask Panel Change Preset My Meter - Meter Settings Screen - Change Preset (On) My Meter - Meter Settings Screen - Change Preset (Off)[...]

  • Page 119

    A-17 Appendix A • PC Meter Connect ™ Desktop App. SV61983 Rev . G T roubleshooting IMPORT ANT : • When using PC Meter Connect ™ , disconnect the analog line to your mailing machine. • If you want to use the analog phone line method of connecting to the Data Center , unplug the USB cable from the back of the machine, then connect the analo[...]

  • Page 120

    A-18 Appendix A • PC Meter Connect ™ Desktop App. SV61983 Rev . G If you minimize or close the PC Meter Connect™ window , the appli- cation will still be running in the background as indicated by the icon in the system tray . If you cannot see the PC Meter Connect™ icon in the system tray and you want to verify that the program is running, [...]

  • Page 121

    A-19 Appendix A • PC Meter Connect ™ Desktop App. SV61983 Rev . G Problems Connecting to the Data Center via the PC Y ou cannot access www .pb.com from your PC using Internet Explorer Contact your IT administrator for any special setup needed to enable your PC and Internet Explorer to access the Internet.[...]

  • Page 122

    A-20 Appendix A • PC Meter Connect ™ Desktop App. SV61983 Rev . G Problems Connecting to the Data Center via the PC Internet Settings Screen in PC Meter Connect™ 1. Right click on the PC Meter Connect ™ tray icon and select "In- ternet Settings...". Y ou can access www .pb.com using Internet Explorer but PC Meter Connect™ cannot[...]

  • Page 123

    A-21 Appendix A • PC Meter Connect ™ Desktop App. SV61983 Rev . G Solution B - Enter your own network's Proxy Address and Au- thentication settings (if used). Contact your IT administrator for these settings. Click "Manual proxy settings", and enter the proxy settings and proxy authentication (if used) provided by your IT adminis[...]

  • Page 124

    A-22 Appendix A • PC Meter Connect ™ Desktop App. SV61983 Rev . G Problems Connecting to the Data Center via the PC Y ou can access www .pb.com using Internet Explorer but you are having problems downloading files to your mailing system Internet Settings Screen in PC Meter Connect™ Use "Active" for FTP Mode 2 . At t he Internet Sett[...]

  • Page 125

    B-1 SV61983 Rev . G Appendix B • Passwords and Meter Functions Passwords can be set up on your system to prevent unauthorized access to the machine and/or to a specific account. This appendix explains the effects on system functions when using either or both types of passwords. i NOTE : For information on setting up a password for the machine its[...]

  • Page 126

    B-2 Appendix B • Passwords and Meter Functions SV61983 Rev . G If you have this: and have set it to this: then... Meter Password (Lock Code) An Account Password has been activated Lock Code activated but "Lock on sleep" option is not set on power-up, or after awakening the machine when the machine was put in sleep mode by pressing Lock [...]

  • Page 127

    C-1 SV61983 Rev . G When is T ext Entry Used? T ext is entered when: • Naming an account (with optional Standard Accounting). • Entering international country names • Entering Canada and UK Postal Codes when sending mail within those countries How is T ext Entry Done? T ext entry is done via the numeric keypad in a fashion similar to cur- ren[...]

  • Page 128

    C-2 Appendix C • How to Enter T ext SV61983 Rev . G Special Characters Special characters are accessed by repeatedly pressing the “1” key . Special characters include: Symbol Name , Comma & Ampersand * Asterisk . Period : Colon $ Currency symbol - Minus sign (dash) ? Question mark / Forward slash Backward slash ( Open parenthesis ) Clos[...]

  • Page 129

    D-1 D-1 SV61983 Rev . G Appendix D • Glossary Account —set up when using the Accounting option. An account can be an organization, person, department, etc. to which postage is charged. The machine stores the total postage used and the num ber of mail piec es pro cessed for each account. The total number of ac- counts available on your machine d[...]

  • Page 130

    D-2 Appendix D • Glossary SV61983 Rev . G Lock Code —A four-digit code that can be set up which acts as a pass word to gain access to the machine after it powers up or after it is awakened from a sleep mode. Meter Stamp (indicia) —The imprint produced by the machine (known as meter stamp or indicia). Depending on your settings, it may include[...]

  • Page 131

    Index I-1 I-1 SV61983 Rev . G A Accessories. See Options Accidentally Printing the Wrong Postage 10-5 Accounting feature (Standard) Clearing all or some of the accounts 7-7 Creating an account 7-2 Deleting an account 7-8 Editing Account Name and Password 7-3 Effects of password on system functions 6-8, B-2 Overview of Available Options 7-1 Printing[...]

  • Page 132

    I-2 Index SV61983 Rev . G Class key used when entering postage 3-4, 3-5 Cleaning Printer Nozzles 9-5 Communications 5-5 Communications, Establishing Between Y our Machine and the Data Center Overview 5-1 Communications, establish with data center Analog phone line 5-6 Using mailstation assistant™ 5-5 Control Panel Figure and Description 2-2 Credi[...]

  • Page 133

    I-3 index SV61983 Rev . G E Entering weight manually 3-5 Enter/Y es key , location and use 2-2 Envelope ad Adding/removing to the meter stamp 4-6 Location on meter stamp 1-3 Purchasing 4-6 Error Messages 10-1 Establishing Communications Between Y our Machine and the Pitney Bowes Data Center 5-1 Extension cable option for scale 1 1-2 F Features, Ove[...]

  • Page 134

    I-4 Index SV61983 Rev . G Ink tray Replacing 9-6 Inscriptions, Postal. See Postal Inscriptions Inspections, postal (USPS requirements) Ful fi lling 5-1 1 IntelliLink® Description 1-3 Internal rating feature Explanation of option 2-2, 1 1-1 Used when applying postage 3-4, 3-5 Intra BMC ZIP Code Groups, Setup and Use 6-15 Intra BMC ZIPs, Set up in [...]

  • Page 135

    I-5 index SV61983 Rev . G N No key , location and use 2-2 O Options Accounting Feature 1 1-1 Extension cable for scale 1 1-1 Internal Rating Feature 1 1-1 Postal Inscriptions/Envelope Ads 1 1-2 Scale 1 1-1 Origin postal code Postal requirements 1-3, 4-1 Origin Postal Code D-2 Overview of Accounting Options 7-1 Overview , of book 1-1 P Passwords Eff[...]

  • Page 136

    I-6 Index SV61983 Rev . G Pitney Bowes Contact List v Pitney Bowes Data Center . See Data Center (Pitney Bowes) Postage Adding funds (postage) to your Postage By Phone® account 5-1 Adding to your meter 5-9 As it shows on meter stamp 1-3, 4-1 De fi nition of postage in meter on report 5-9, 5-10 Determining the amount to use 3-2 Establishing Commun[...]

  • Page 137

    I-7 index SV61983 Rev . G Presets Glossary entry D-2 Recalling preset 6-7 Storing a new one 6-4 T urning on or off 6-4 Viewing existing preset 6-5 What is a Preset 6-3 Why Should I Always Include a USPS® “Class” 6-3 Why Should I Use Presets 6-3 Printer Nozzles, Cleaning 9-5 Print Head, Replacing 9-5 Printing Printing a $0.00 Meter Stamp 4-2, 9[...]

  • Page 138

    I-8 Index SV61983 Rev . G S Safety Notes 1-8 Safety , T elephone 1-10 Scale Activating/Disabling weight hold mode 6-1 1 Explanation of option 1 1-2 Ordering one 1 1-2 Reset to zero weight 6-10 Used when rating mail 3-4 Used when rating mail but overwieght piece 3-5 View metric weight 6-10 Security . See Passwords Serial Number D-2 Settings. See Mac[...]

  • Page 139

    I-9 index SV61983 Rev . G T T ape sheets Proper applying 3-4, 3-5 T ape Strips D-2 T echnical support v T elephone, Safety 1-10 T ext entry Entering postal codes and accounts C-1 Special characters C-2 T ime-stamp incoming mail 4-8 T racking Postage Batch Count vii, 3-6 T roubleshooting Accidentally Printing the Wrong Postage 10-5 Blank Display 10-[...]

  • Page 140

    I-10 Index SV61983 Rev . G Z Zone, Entering when rating a mail piece 3-4, 3-5[...]

  • Page 141

    © 2010 Pitney Bowes Inc. All Rights Reserved User Guide US English V ersion 1 Elmcroft Road Stamford, Connecticut 06926-0700 www .pitneybowes.com PB Form SV61983 Rev . G 10/10 *sv61983revG* Digital Postage Meter[...]