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Running Mail with the DI900™/DI950™
Inserting System Interface

Running mail with SendSuite Xpress™ or
Ascent™

Checking or changing the postage amount on
the Run Mail screen

Changing the envelope or tape quantity

Advancing or omitting the date

Changing the machine speed

Printing a sample mailpiece

Counting mailpieces

Adding graphics, return addresses,
messages, and inscriptions to your mail

Changing or adding an inscription

Adding or changing a text message or return
address

Changing envelope size

Changing the envelope print area

Changing the color print quality

What are tracking services?

Electronic Return Receipt (ERR)

Creating a combined barcode label job

Running mail with a combined barcode label
job

Using PresortXtra services

5 - SendPro® Shipping

What is SendPro Shipping?

101

Getting started with SendPro® shipping1

101

Adding postage to your SendPro Shipping
account

101

Tracking a shipment

103

Adding an address to the Address Book

103

Changing the sender's address

104

Creating a label from an address

104

Editing or deleting an address

104

Verifying a USPS address

105

Voiding a shipping label

105

Getting a USPS shipping label refund

106

Managing your email notifications

107

Viewing your USPS account information in
SendPro

108

Setting up a UPS account

108

Setting up a FedEx account

108

Measuring your shipment dimensions in
SendPro

109

Adding a shipment memo in SendPro

109

Weighing your shipment with a scale in
SendPro

109

Using your own packaging for shipments

110

Creating a shipping label

110

Creating a USPS return label

112

Printing a shipping label

113

Setting up shipping label printing defaults

114

Reprinting a USPS shipping label

114

Reprinting a FedEx or UPS shipping label

115

Printing a FedEx manifest

116

Checking on a label's refund status

116

Where is postage being spent in SendPro

116

Searching for a shipment in SendPro

117

Filing an insurance claim

118

Enabling Cost Accounts

118

6 - Receive a Package

All about Receive a Package

121

Setting up a cable-connected scanner

Package Notifications

124

Managing Contacts

125

Pitney Bowes

Operator Guide

April 2022

Содержание Connect+ 500W-3000

Страница 1: ...Shipping Mailing Postage Meters Connect Series Mailing Shipping Systems Connect Series 500W 3000 User Guide US English Edition SV62250 Rev V April 27 2022...

Страница 2: ...t notice Your mailing system may not have some of the features described in this book Connect Series Connect 1000 Connect 2000 Connect 3000 E Z Seal IntelliLink WEIGH ON THE WAY W O W PB Postage Posta...

Страница 3: ...Important Alerts you to conditions or practices that could adversely affect equipment operation if instructions are not followed exactly Note Provides a comment or explanation of the associated topic...

Страница 4: ...postage method 46 Shape Based Rating 47 Running mail quick start 48 Changing the class carrier or special services 51 Changing the sealing method 53 Graphics and permit only printing 54 Step by Step R...

Страница 5: ...sender s address 104 Creating a label from an address 104 Editing or deleting an address 104 Verifying a USPS address 105 Voiding a shipping label 105 Getting a USPS shipping label refund 106 Managin...

Страница 6: ...refill history 169 Viewing the meter information 170 Uploading postal information 171 10 Rates and updates Performing the rate updates 173 Setting the time checks for updates 173 Checking for rates a...

Страница 7: ...1 Safety In this section Safety information 8...

Страница 8: ...r to the machine must be a single dedicated wall outlet Contact a licensed electrician to ensure there are no other wall outlets on the branch circuit l The electrical circuit mains supplying power to...

Страница 9: ...ithout periodic maintenance will inhibit optimum operating performance and could cause the equipment to malfunction Contact your Pitney Bowes Customer Service Representative for required service sched...

Страница 10: ...ice pursuant to part 15 of the FCC Rules These limits are designed to provide reasonable protection against interference when the equipment is operated in a commercial environment This equipment gener...

Страница 11: ...ttp www dtsc ca gov hazardouswaste perchlorate Warning This is a Class A product In a domestic environment this product may cause radio interference in which case the user may be required to take adeq...

Страница 12: ...This page intentionally left blank...

Страница 13: ...s this machine do 14 USPS requirements 15 Postal Security Device 15 Logging in and out of the system 15 The Home screen 16 Parts of the mailing and shipping system 17 Manual adjustments 21 Shutting do...

Страница 14: ...In to your account to increase you mailing efficiencies The system also provides a full range of mail system functions including l Printing postage on envelopes l Printing postage on tapes labels l Se...

Страница 15: ...r postage meter Postal Security Device through the LAN the PB Postage Meter Payment System computer automatically performs a postal inspection If the meter has not detected a refill transaction at cer...

Страница 16: ...ation l Verify Address Enter any delivery address to verify accurate Postal data including spelling or accurate ZIP Codes Provide reason codes for non matches Print shipping labels in standard USPS 4...

Страница 17: ...to communicate with the device and the built in postage meter Postal Security Device Your device comes equipped with a 10 2 touchscreen An optional 15 touchscreen is also available 2 The Postal Securi...

Страница 18: ...set the type of tape you are using on your system The wet dry tape lever is located to the right of the printer module behind the stacker Push the lever to the right for dry tapes or pressure sensitiv...

Страница 19: ...and mailpieces that are less than 0 25 inches 6 35 mm thick l Setting 2 Use this setting for mailpieces that are greater than or equal 0 25 inches 6 35 mm thick but less than 0 50 inches 12 7 mm thick...

Страница 20: ...es not have WEIGH ON THE WAY W O W Connect 1000 the attached scale is used to weigh all mailpieces regardless of whether they fit through the device or not The attached scale is behind the supplies co...

Страница 21: ...tes when the switch is in the on position If the green light does not illuminate please contact service personnel for support Manual adjustments You may need to make the following manual adjustments b...

Страница 22: ...our system Follow this process to shut your machine down correctly 1 Select the settings icon in the lower right corner of the Home screen 2 Select the Shut Down option twice 3 Wait until all messages...

Страница 23: ...tional 15 color monitor add 2 51 mm Weight 110 lbs 50 kg Connect 500W Connect 2000 Length 52 5 1334 mm l With drop stacker fully extended add 17 5 394 mm l With optional power stacker fully extended a...

Страница 24: ...optional color printer add 1 25 4 mm Height 24 610 mm l With optional 15 color monitor add 2 51 mm Weight 165lbs 75 kg Power and Compliance Power 100 240Vac 50 60Hz 6 4 3 0 Amps Compliance Optional E...

Страница 25: ...r Module prints both Postal Red Process color and Black Print Head Life 800 000 cycles for full IBI Indicia Ink Capacity in full size USPS IBI C indicia l Small cartridge 8K mailpieces l Medium cartri...

Страница 26: ...onnect 3000 Non W O W 4 Speed options 160 Standard 210 260 and 300 Letters min l Connect 3000 W O W 4 Speed options 100 Standard 130 160 and 200 Letters min W O W Weight Capacity Connect 1000 NA Conne...

Страница 27: ...nect 500W l Large Platform Weighing Options 15 30 70 149 lbCapacity l 1E20 Laser Printer l 1E31 Brother HL L5100DN Report Laser Printer l Barcode scanning for Tracking Services Confirmation Services a...

Страница 28: ...jobs In this section All about jobs 29 Opening a job 30 Previewing jobs 30 Creating a new job 31 Editing a job 32 Deleting a Job 32 Job options 33 Job types 34 Saving changes to a job 39 Closing all...

Страница 29: ...ecting the Run Mail button in the Mailing tile on the Home screen l You can view a master list of the jobs on your system and the settings associated with each job by selecting the Jobs button in the...

Страница 30: ...ive jobs can be open at the same time 3 Select OK A tab for the job opens on the Run Mail screen Jobs can also be opened using the optional Barcode Scanner using barcodes set up with the job name insi...

Страница 31: ...ion on the Run Mail screen l by selecting the Create new job button on the Jobs screen or l by selecting Create new job on the Options menu of the Run Mail screen Follow the steps below to create a ne...

Страница 32: ...item you want to change l To change anything that prints on the envelope including the date select the envelope To change anything that prints on the tape select the tape l To change any of the job se...

Страница 33: ...e Home screen 2 Select the job you want to duplicate 3 Select Options then select Duplicate job The system creates a duplicate job This job appears in the Job list below the original with the word cop...

Страница 34: ...lect Reload job The system reverts to the previously saved version of the job Job types When creating a new job you can select from the following job types l Select Seal only no printing if you only w...

Страница 35: ...phics ad only 5 Select OK The job you selected appears in a new job tab 6 Select Edit Envelope 7 Add any graphics or text messages you wish to print 8 Optional Select Color Print Quality 9 Optional Se...

Страница 36: ...b name and select OK Printing a postage correction If you do not have the correct postage on a piece of mail you can add more postage by printing a postage correction directly on the envelope or on a...

Страница 37: ...the date and or time the sealer is set to off Follow the steps below to create a received date and time job 1 Select the Options button at the bottom of the Run Mail screen 2 Select Create new job an...

Страница 38: ...out printing postage In addition you can add a graphic ad to the mailpiece The weighing and rating information as well as the piece count will be included in accounting reports 1 Select the Run Mail b...

Страница 39: ...l only job 5 Select OK The job appears in a new job tab 6 Select Start to begin feeding and sealing envelopes 7 If you want to save this job select Save as 8 Enter the new job name and select OK Savin...

Страница 40: ...to close all open jobs discard all unsaved edits made to saved jobs discard all unsaved jobs and reload the default job Note The Start over option does not allow you to save changes made to the defaul...

Страница 41: ...55 Possible errors when running mail 56 Weighing methods 57 Running a Manual Weight Entry job 57 Running an Attached Scale job 58 Zeroing the scale while running mail 58 Running a WEIGH ON THE WAY W O...

Страница 42: ...size 83 Changing the envelope print area 83 Changing the color print quality 84 What are tracking services 85 Electronic Return Receipt ERR 89 Creating a combined barcode label job 91 Running mail wi...

Страница 43: ...near the rear wall 5 Adjust the side guide so it is close to but not touching the bottom edge of the envelope stack Be sure and leave a slight clearance between the side guide and envelopes about 1 16...

Страница 44: ...nnect 1000 and Connect 2000 0 62 in 16 mm Connect 3000 0 75 in 19 1 mm Envelope flap depth for sealing Minimum Maximum 1 in 25 4 mm Connect 500W Connect 1000 and Connect 2000 3 in 76 6 mm Connect 3000...

Страница 45: ...table envelope materials Material type and finish must be matte and may include if available in your market l White Wove l Kraft Brown Kraft l Manila Running mail Pitney Bowes Operator Guide April 202...

Страница 46: ...appropriate postage or weighing method from Chart A l If your mail does NOT meet your mailing system requirements for direct printing you MUST print a postage tape Select the applicable postage or wei...

Страница 47: ...o seal the envelopes and do not want to apply postage Seal only You want to print the date or time incoming mail for record keeping Date and Time non postal jobs Shape Based Rating The shape of a mail...

Страница 48: ...een 2 Ensure that the appropriate job is open and selected on the Run Mail screen 3 Load the envelopes 4 Check the postage amount on the screen 5 Check the sealer setting 6 Select Start or Tape to run...

Страница 49: ...velope Postage Amount image Shows the current postage value Date image Opens the Print Date dialog box within the Edit Envelope screen so you can modify the date printed on tape or envelope Start butt...

Страница 50: ...l Zero attached scale this ensures that the attached scale is reading zero when there are no mailpieces on it l Create a new job select this to create a new job l High value warning set a value at whi...

Страница 51: ...d weights Changing the class carrier or special services 1 Select the Run Mail button in the Mailing tile on the Home screen 2 To display and select the classes and services available on your system o...

Страница 52: ...are displayed in the Extra services list box To select a service touch the checkbox for the service For example in the US for First Class letter you can add insurance or COD You can also add confirma...

Страница 53: ...e re powered the system Once you enter a country the system stores it and will continue to use it In order to change it you must select a different destination by touching or selecting the Destination...

Страница 54: ...rinting system you have a fully featured Connect Series system with a deactivated meter which prevents postage printing Graphics and permit only systems can run non postal jobs as well as utilize seal...

Страница 55: ...imit set by user in FM Refill Setup screen You can ignore this message on graphics and permit only printing systems Step by Step Running Mail Use the Run Mail screen to select your job or review curre...

Страница 56: ...f the screen 8 Load envelopes and press the Start button or if printing to tape press the Tape button More information l If you have not loaded the envelopes onto the feeder or if you need to add more...

Страница 57: ...hed scale method if you do not know the weight of the piece of mail l Use the Manual weight entry method if you want to type in the weight of an item that you weighed on a separate scale This is usefu...

Страница 58: ...set to zero when there is no weight on the scale you can reset it to zero 1 Select the Run Mail button in the Mailing tile on the Home screen 2 Select a job that uses an attached scale or select the W...

Страница 59: ...e applied to the mailpiece 1 Select the Run Mail button in the Mailing tile on the Home screen 2 Select a job that uses WEIGH ON THE WAY W O W or select the Weighing icon a Check to see that the weigh...

Страница 60: ...g mail in this mode It will affect the amount of postage applied to the mailpiece 1 Select the Run Mail button in the Mailing tile on the Home screen 2 Select a job that uses WEIGH ON THE WAY W O W fi...

Страница 61: ...on of postal services see the USPS website Running a differential weighing mail job Differential weighing is available on your meter if it has an attached scale and you have subscribed to this feature...

Страница 62: ...each piece of mail in a single continuous upward motion Do not slide the mailpiece across mail on the scale 5 The meter calculates how much that piece of mail weighs by checking how much less the sta...

Страница 63: ...in the appropriate threshold 6 Select OK The system returns you to the weighing method dialog box 7 Select OK to return to the Run Mail screen Using Key in Postage mode You can manually enter postage...

Страница 64: ...e used to select an Account a Job or a JobID1 or JobID2 identity from within the mail run Screen If the scanned barcode contains the text STOP the system will automatically stop processing the mail ru...

Страница 65: ...ronic Certified special service from the Extra services list on the right As soon as you select the service a check mark appears in front of it and you are prompted to type in the tracking number 7 Sc...

Страница 66: ...the normal postage amount in the form of a surcharge Note The Residual Rate Surcharge is a purchasable option Accounting is required to utilize this surcharge How Does the Residual Rate Surcharge Wor...

Страница 67: ...ing interface is in place the inserter feeds mailpieces onto the mailing and shipping system feed deck for metering Note l Mailpieces must be sealed by the inserter l On Connect 1000 systems all mailp...

Страница 68: ...y controlled by the shipping application and your postage is printed on a tape or tapes Non postal job settings graphic ads text messages etc cannot be added to a trip job l If a batch job is sent the...

Страница 69: ...envelope or tape quantity Specifying the number of envelopes to print allows you to count down and stop the machine after a certain number of pieces have been processed For example you might want to...

Страница 70: ...hine speed 1 Ensure that the appropriate job is open and selected on the Run Mail screen 2 Select Machine speed from the Mail Information list box on the left side of the Run Mail screen 3 Select the...

Страница 71: ...es run since you reset the counter l Non postal jobs o Total Pieces total number of non postal only pieces o Resettable counter the total number of non postal only pieces run since you reset the count...

Страница 72: ...address If you use more than one return address save each address in a different job To change or add a graphic ad that is already downloaded or present on your system 1 Ensure that the appropriate jo...

Страница 73: ...ull color capability there will be 3 color filter buttons located directly under the image list By selecting one of the filter buttons you can choose to display only those images that are in color mon...

Страница 74: ...elect a graphic choose the marker then select the graphic from the list a checkmark appears in the checkbox l If the zone is empty by default the right justified marker next to the indicia is automati...

Страница 75: ...der in which the markers are dropped Positioning a graphic message You can move a graphic horizontally within the Transpromotional zone using the position buttons These buttons allow you to move the g...

Страница 76: ...in the diagram below turns from green to red In the example here the right margin for the blue element is now at 1 5 inches 38 1 mm Refer to 3 in the diagram below 4 The graphics within a group right...

Страница 77: ...drop Refer to Changing the image message drop order Notes on drop order l When a right justified element is dropped the other right justified images shift to the right The distance of the shift is equ...

Страница 78: ...r tool from Pitney Bowes provides a simple way to create and transfer customised Graphic Ads to your mailing system l You must run MyGraphics Designer on a PC separate from your mailing system l MyGra...

Страница 79: ...ing class and services is automatically selected You cannot deselect a required inscription or choose a different inscription 5 To select an inscription manually select the option for Select from list...

Страница 80: ...dding or changing a text message or return address Add a customized text message to print a return address or your own personalized message You can store up to 20 text messages Your message must compl...

Страница 81: ...ved postal ink 5 A message address which has a tick in front of it has been selected for placement in the promotional zone of the mailpiece Adding a message or return address 1 As soon as you open the...

Страница 82: ...To change the font of the text message select Format a The font tab allows you to select the font eg Arial style bold italic underline size and font color b For font color you can select black postal...

Страница 83: ...pe screen 4 Select the appropriate size 10 Flat Post Card Custom 5 Select OK Changing the envelope print area You can adjust the distance of the graphic from the top edge of the envelope or from the l...

Страница 84: ...ange is 0 06 to 1 0 inch 1 52 to 25 4 mm 6 The left margin offset range is 0 00 to 0 5 inch 0 to 12 7 mm Note The offset values are dependent on the country 7 Select OK when done Changing the color pr...

Страница 85: ...e USPS provides three types of tracking services l Delivery Confirmation shows you when the postal carrier delivered the mail l Signature Confirmation shows you who signed for the mail l Certified Mai...

Страница 86: ...Postal Service s web site at www usps com Delivery Confirmation Delivery Confirmation allows you to verify the date and time of delivery of your mailpieces or if the delivery was unsuccessful the date...

Страница 87: ...ice handles the transaction Certified Mail Certified Mail is a service that may be added to First Class and Priority mail Certified Mail provides proof of mailing at time of mailing and the date and t...

Страница 88: ...u choose If you are using Electronic Certified service with the Electronic Return Receipt ERR option refer to How to use Electronic Return Receipt ERR 1 Place the piece of mail or package on the scale...

Страница 89: ...ape key to print a tape To print postage on a piece of mail select the Start button 10 If the job you are running is set up to process a single tape or mailpiece the system will ask you if you want to...

Страница 90: ...e Electronic Certified special service from the Extra services list on the right As soon as you select the service a check mark appears in front of it and you are prompted to type in the tracking numb...

Страница 91: ...r When using Electronic Return Receipt ERR your system prompts you to enter a customer reference number You can use the customer reference to identify the mailpiece recipient in any way you choose by...

Страница 92: ...he Electronic Certified special service from the Extra services list on the right As soon as you select the service a check mark appears in front of it 6 You are prompted to enter a ZIP Code Scan the...

Страница 93: ...he steps below to run mail with a job that will allow you to scan the combined barcode label 1 Place a piece of mail or package on the scale 2 Open the combined barcode label job e g ERR Job If the jo...

Страница 94: ...ber will appear in the Mail Information list box 8 Repeat steps 5 7 Using PresortXtra services If you already have PresortXtra refer to Running a PresortXtra job What is Presort Xtra Pitney Bowes Pres...

Страница 95: ...ures and graphics tabs Third go to Setting up PresortXtra Service jobs Setting up PresortXtra service jobs In order to use PresortXtra services make sure the necessary PresortXtra rates and inscriptio...

Страница 96: ...te date option for example Today 1 day Select OK The Run Mail screen displays with the advanced date shown 9 If you need to add a Drop Ship Authorization number refer to Adding the Drop Ship Authoriza...

Страница 97: ...sing facility s zip code For example Mailed at 061 If you are not certain what processing facility this customer will be using you can contact the Mail Services Customer Center at 1 866 624 5724 l The...

Страница 98: ...the PresortXtra settings as a job 1 Once you have selected the PresortXtra settings select Save As on the top of the Run Mail screen You are prompted to Save as job name 2 Select the keyboard icon an...

Страница 99: ...iece to the Mail Services Customer Center at 203 617 3939 and call them at 1 866 624 5724 to let them know that the setup is complete 8 Go to Running a PresortXtra job Running mail Pitney Bowes Operat...

Страница 100: ...ping label refund 106 Managing your email notifications 107 Viewing your USPS account information in SendPro 108 Setting up a UPS account 108 Setting up a FedEx account 108 Measuring your shipment dim...

Страница 101: ...ure provides you with a complete list of all your shipments that you have sent You can view the status and track your shipment as it follows the carriers mailstream Getting started with SendPro shippi...

Страница 102: ...r this refill You can refill using a preset amount or click the Custom button to enter your own amount The minimum you can add is 10 00 the maximum depends on your postage balance which has a limit of...

Страница 103: ...e column list next to the shipment s date to reveal the shipment s details 2 Search for a tracking number a Look for the search box on the History screen b Enter the tracking number in the field c The...

Страница 104: ...ess Type in the sender s address in the fields provided For USPS click on the Confirm Address button when done l View all senders Select to display all the available sender addresses in the address bo...

Страница 105: ...he Address Book l The USPS keeps a database of valid mailing addresses By clicking Confirm Address you can confirm that the USPS recognizes and can deliver to that address l If USPS doesn t recognize...

Страница 106: ...the Status column 5 Click on the Void Label button Read the information and certify that you will not be using the shipping label by selecting the check box provided 6 Click Yes to cancel the label Ge...

Страница 107: ...search for a shipment in SendPro 4 Click the arrow in the left of the column list next to the shipment s date to reveal the shipment s details 5 Select Request Refund 6 You ll see a Request Refund di...

Страница 108: ...r to use the UPS carrier for shipping labels you need to set up your UPS account using SendPro Online or PitneyShip You cannot set up a UPS account on your meter In your web browser go to https login...

Страница 109: ...mo in SendPro Once you enter all the information required to create your USPS UPS or FedEx shipping label recipient address packaging information carrier services refer to How to create a shipping lab...

Страница 110: ...l button or from within the Address Book refer to How to create a shipping label from an address This procedure walks you through the process of creating the label starting from the Recipient screen I...

Страница 111: ...il address is labeled as either sender or recipient 5 Select the down arrow on the right side of the screen to continue and to verify the USPS address This ensures your address is recognized by the US...

Страница 112: ...he label Refer to How to print a shipping label l Depending on the service you may be prompted to enter the Sender and Recipient s phone number Enter the numbers and click Continue to open the Label O...

Страница 113: ...l or 8 5 x 11 paper Ensure the correct size label is selected Once the shipping label is printed the size cannot be changed l Use the magnifier to zoom and see the address as it will actually print on...

Страница 114: ...more information Reprinting a USPS shipping label Note You can reprint a shipping label once after printing it the first time or from the shipping label s record on the History screen You have up to 2...

Страница 115: ...nt a shipping label you ve just printed 1 On the Carrier screen you will see the message Label Completed 2 Click the Reprint This Label link next to the Label Completed message 3 Click the Print butto...

Страница 116: ...quested a refund 4 Find your label in the list or by using the search box refer to How to search for a shipment in SendPro Check its refund status in the Status column For USPS labels its status will...

Страница 117: ...rrier shipping info mail class tracking number USPS status amount postage paid and user who created the label l By default all of your shipments are listed by date the latest date appearing first in t...

Страница 118: ...e you re spending your money on postage by allowing you to assign shipping label costs You can also assign a Cost Account for postage refills The Cost Accounts feature is enabled via the SendPro Onlin...

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Страница 120: ...Package In this section All about Receive a Package 121 Setting up a cable connected scanner 121 Receiving a package 123 The Packages screen 123 Find a package 124 Package Notifications 124 Managing C...

Страница 121: ...kages l Send an email notification to recipients advising them of received packages After you have placed an order for the Receive a Package feature you will receive a welcome email instructing you ho...

Страница 122: ...1D barcode may tell you the tracking number and carrier name A 2D barcode may contain more information and can often provide the sender and recipient names Set up your scanner 1 To set up your scanne...

Страница 123: ...er is not listed select Other and enter the carrier s name in the Comments field 4 If the recipient and sender names do not appear in the fields select each field and choose the names from the list a...

Страница 124: ...ove the package record Find a package NOTE This feature may not be available in all markets For further advice please contact your local Pitney Bowes office 1 Select the Find a Package button in the M...

Страница 125: ...cting either Sender or Recipient from the All contacts field You can also search for a particular recipient or sender in the search field l You can sort the list alphabetically in descending or ascend...

Страница 126: ...ction All about Accounting 127 Creating editing or deleting an account 132 Accounting options when running mail 137 All about transactions 141 All about surcharges 148 All about Job IDs 151 All about...

Страница 127: ...llowing you to create up to 3000 accounts If your mailing and shipping system uses Business Manager accounting all account and transaction management functions take place at the Business Manager Host...

Страница 128: ...t Graphics and Layout Account Engineering Sub account Industrial Design Sub sub account User Friendly Testing When multiple account levels are created the accounts are linked account sub account or ac...

Страница 129: ...ctive status is the default setting for all accounts If you have an account that you no longer wish to use you can set the status to inactive The inactive account will remain on the system but you wil...

Страница 130: ...ansfer Utility x Connect Series x System Budget Manager x x x x Business Manager x x PC Transfer Utility x x x x Connect Series x x x System 0 9 a z A Z Budget Manager x x x x Business Manager x x x P...

Страница 131: ...ser Guide for more information about synchronization What is Cost Accounting Cost Accounting helps you ensure that all of your products are using a common consistent list of Cost Accounts This provide...

Страница 132: ...g Options Note If users are enabled on your system supervisor access rights are required to create edit or delete an account Creating an account You build your accounting structure by creating an acco...

Страница 133: ...s been created in Manage Accounts the only time the account Name or Code can be edited or the account can be deleted is before any transactions get posted against the Account Once transactions get pos...

Страница 134: ...ng the sub or sub sub account as been created l Select Create another new account if you want to create a new top level account l Select the Add another new sub account to this account if you want to...

Страница 135: ...t Edit account 3 Select the account you want to edit and then select OK 4 Select the account attribute you want to edit l Account Sub account or Sub sub account name Select this option to make changes...

Страница 136: ...f you are using Business Manager accounting this feature is available to all users Follow these steps to delete an account 1 Select Manage Accounts under Mailing on the Home screen 2 Select Delete acc...

Страница 137: ...1 Select the Manage Accounts button in the Mailing tile on the Home screen 2 If you want to turn account passwords on a Select Turn account passwords on b Select Yes turn account passwords on c Selec...

Страница 138: ...een 3 Select the appropriate account and then select OK Note A padlock icon indicates that an account is locked If you select a locked account you will be prompted to type in the account password 4 Th...

Страница 139: ...lumns screen displays 4 To add a column to the Select Accounts screen a Select a column in the Available columns list b Select the Add button 5 To remove a column from the Select Accounts screen a Sel...

Страница 140: ...4 If the appropriate account is highlighted select OK If more than one account is identified as a match select the appropriate account and then select OK 5 If prompted type in the account password an...

Страница 141: ...elect another account to process mail against Note If the selected account is saved as part of the job clearing the account on the Run Mail screen does not delete the account from the job You can sele...

Страница 142: ...h i e 1st Class and Priority The system will record the mailpieces to the correct transaction if this happens When the transaction ends then the system will store two separate transactions as part of...

Страница 143: ...change the order of the columns on the Select Accounts screen a Select a column in the Show these columns in this order list b Use the Move buttons to move the column up or down in the list 10 Select...

Страница 144: ...d shipping system or a PSD that is inactive 7 Select the Account field The Select Account screen displays 8 Select the appropriate account and then select OK 9 Select OK to return to the transaction l...

Страница 145: ...nsactions If you login to the meter as an operator or supervisor this feature is only available to users with supervisor access rights If you use Business Manager accounting this feature is available...

Страница 146: ...Select Account b Select Next c Select Add Account d Select the accounts you want to search for transactions A check mark indicates you chose that that account e Select OK A list of the accounts you ch...

Страница 147: ...The View and Edit Transactions screen displays with a list of transactions that match the criterion of the filter you selected 5 Select the transaction you want to edit 6 Select the Actions button on...

Страница 148: ...ustomized for a specific transaction The batch surcharge values revert to the global surcharge settings when you close the job reload the job or when the batch is ended You can apply a surcharge per p...

Страница 149: ...been selected 4 To edit a surcharge value select Edit a Type in the appropriate value in the field provided l Select an amount above zero if you want to add to the postage amount for the piece or mail...

Страница 150: ...through the list l If you want to remove the Job ID 2 from the job select Clear Job ID 2 Selecting a surcharge while running mail When you select a surcharge while running mail it will override globa...

Страница 151: ...piece of mail or transaction l Select Discount if you want to subtract from the postage amount for the piece of mail or transaction c Select OK 3 If you want to switch back to the global surcharge se...

Страница 152: ...ct a Job ID 2 to process mail l Job ID 1 and Job ID 2 options must be set individually Requiring Job ID 1 does not automatically do the same for Job ID 2 4 Select Autoclear after every batch if you wa...

Страница 153: ...roll through the list l If you want to remove the Job ID 2 from the job select Clear Job ID 2 All about accounting reports If you have purchased the accounting feature you can create a series of repor...

Страница 154: ...by specific account or all accounts showing the carrier class used Weight Break by Carrier report The Weight Break by Carrier report contains a summary of the pieces and postage for each weight break...

Страница 155: ...s the tracking number meter PSD number PbP account number mailer ID date time class special services total postage and fees destination zip code and customer reference run on your system during the cu...

Страница 156: ...ed by Pitney Bowes Save as is the only available option 8 Select the Actions button 9 Select Print report The report will print on the attached printer Exporting accounting reports Export an accountin...

Страница 157: ...e select a folder and then select the Open button Repeat this process until you have drilled down to the folder you want to use then select the folder in the Export to field 14 Select Select this fold...

Страница 158: ...iew and or print the daily snapshot report Note You cannot export this report 1 Select the Manage Accounts button in the Mailing tile on the Home screen 2 Select Reports 3 Select Daily Snapshot Report...

Страница 159: ...he current year 7 Select OK to return to the Reports screen Default report period types The following options are available when selecting the default report period The calendar month reporting period...

Страница 160: ...ct Reports 3 Select Preferences 4 Select how you want accounts identified by Name or by Code 5 Select the account level you want to report at Account Sub account or Sub sub account 6 Select OK Deletin...

Страница 161: ...8 Reports In this section All about mailing reports 162 Printing a mailing report 162 All about funds and refill reports 163 Confirmation services receipt 164...

Страница 162: ...unting feature you can create a series of accounting reports Refer to All about accounting reports for more information Printing a mailing report You can print reports on tape or envelopes using the i...

Страница 163: ...efill was performed l Refill amount amount of the refill l Postage in meter after refill postage funds available for processing after the refill was performed l Prepaid balance money remaining in your...

Страница 164: ...er name the name assigned to the meter optional Confirmation services receipt Your system will prompt you to print a Confirmation Services Receipt for each confirmation services transaction that is pr...

Страница 165: ...count 166 Your postage meter 166 Refilling your meter 167 Checking your balance at Pitney Bowes 168 Postage remaining 168 Setting the low funds warning and the default refill amount 169 Viewing the re...

Страница 166: ...itney Bowes service that you use to add postage to your meter You can access the postage account 24 hours a day 7 days a week through your mailing system For more information refer to the postage acco...

Страница 167: ...l Follow the prompts on your mailing system to make a successful connection Refilling your meter In order to add postage to your meter you must have funds available in your Reserve Account or USPS pr...

Страница 168: ...y Bowes Before refilling your meter you should check the funds available through your postage account 1 Select the Funds button in the Mailing tile on the Home screen 2 If necessary select the Meter F...

Страница 169: ...er is below field a Type in the postage amount b Select OK when done 4 To set the default refill amount select the Default refill amount field a Type in the default refill amount b Select OK when done...

Страница 170: ...e Home screen Finding the minimum and maximum postage values The maximum and minimum postage values can be viewed on the Funds screen These values define the minimum and maximum refill amounts you can...

Страница 171: ...rmation Postal information upload includes all the information within the pieces run through the machine This includes but is not limited to postage used class of mail and number of pieces If the acco...

Страница 172: ...10 Rates and updates In this section Performing the rate updates 173 Setting the time checks for updates 173 Checking for rates and software updates 173 Viewing the update history 174...

Страница 173: ...e Home screen Checking for rates and software updates When you select the Rates and Updates button in the Mailing tile on the Home screen the system checks for available updates and downloads for exam...

Страница 174: ...tes l Try to schedule the update for a time when the system is powered up but not in use l The rates and updates button shows an exclamation mark as a reminder that there are files waiting to be insta...

Страница 175: ...11 System Setup In this section Personal settings 176 Application settings 177 Internet and network settings 178 System settings 180 Hardware settings 194...

Страница 176: ...password or password hint in the Personal settings area 1 Select Settings under Mailing on the Home screen 2 If necessary select Personal from the list on the left side of the screen 3 Select Login 4...

Страница 177: ...me screen Application settings The Application settings allow you to enable tracking services prompts while running mail and to enter or edit the USPS Mailer ID To access these options select the Sett...

Страница 178: ...left side of the screen 4 Select Save Internet and network settings The Internet and Network settings allow you to l View the IntelliLink connection parameters for your postage account l Reset the fac...

Страница 179: ...ystem The communication settings are typically exported to set up the SendSuite Xpress and Ascent interface with the Connect Series system 1 Select Export settings to USB drive 2 Select the File name...

Страница 180: ...Select Settings under Mailing on the Home screen 2 The Settings screen displays Select Internet Network from the list on the left side of the screen 3 Select Inserting System System settings The Syste...

Страница 181: ...ce As soon as your system reaches the time you set it automatically advances the date 24 hours and prints that date on your postage Note The date on the postage should correspond to the date when your...

Страница 182: ...formation follow the instructions provided in Uploading Postal Information Enabling or disabling the postal information upload warning and setting the threshold If your Connect Series system has a goo...

Страница 183: ...on the left side of the screen 3 Select Synchronize clock to synchronize the clock 4 To turn daylight saving time on or off select On or Off Note Turn Daylight Saving Time on in the Spring and off in...

Страница 184: ...e ENERGY STAR shutdown timeout is an optional feature l Account Search Timeout The Account Search timeout option allows you to search for a particular account and is useful if you have many accounts c...

Страница 185: ...izes energy consumption in compliance with the 2009 revised energy star standards for the mailing equipment category How is the Energy star Mode enabled The Energy star Mode is optional and is not sta...

Страница 186: ...ttings under Mailing on the Home screen 2 Select System from the list on the left side of the screen 3 Select Scanner Settings 4 Select the Default Scan Type tab Select one of the following account fi...

Страница 187: ...th the prefix C you can use the default value If the account code contain a different prefix enter that value Combining multiple barcodes into a single scan If you need to combine multiple barcode sca...

Страница 188: ...System from the list on the left side of the screen 3 Select Scanner Settings 4 Select the Barcode Auto Enter tab Select the On option button to turn on the Auto Enter feature select Off turn it off...

Страница 189: ...n unlimited number of users on your system Enabling user logins Set up at least one user with a password to protect your system from unauthorized access 1 Select Settings under Mailing on the Home scr...

Страница 190: ...new The Create Users screen displays 5 Select the Username field to add the new user name 6 Enter the user name and select OK 7 If passwords are required on your system or if the user needs superviso...

Страница 191: ...n machine l Print refill receipts l Print refill summary l Reset batch counter l Reset IntelliLink Factory Settings l Withdraw a meter 1 Select Settings under Mailing on the Home screen 2 Select Syste...

Страница 192: ...d or change the user s password hint 7 Select OK to return to the user settings screen 8 Select the Home button to return to the Home screen Deleting a user Important Supervisor access rights are requ...

Страница 193: ...Mailing on the Home screen 2 Select System from the list on the left side of the screen 3 Select Configuration 4 There are five tabs along the top of the screen related to rates and software status l...

Страница 194: ...his option to select the weighing mode or to set the weight limit l External printers Select this option to create a default external printer or to re establish connection to an external printer Viewi...

Страница 195: ...nd drag the control button to adjust the timeout Use the and buttons for a more precise selection 6 Select OK to accept any changes you have made 7 Select the Home button to return to the Home screen...

Страница 196: ...efer to the installation instructions supplied with the scale for instructions on resetting the localization value Setting the WEIGH ON THE WAY W O W weight limit You can set the WEIGH ON THE WAY W O...

Страница 197: ...he screen 3 Select WEIGH ON THE WAY W O W 4 Select the appropriate mode 5 Select the Home button to return to the Home screen Re establishing a connection to an external printer Occasionally you may n...

Страница 198: ...201 No power 201 Printing a test pattern 203 Cleaning the print heads 203 Low ink warning 204 Out of ink warning 205 Replacing an ink cartridge 205 Replacing the printhead 208 Aligning the print heads...

Страница 199: ...to determine when the tape is running out and this may cause a jam The red stripe on the tape notifies you that you are running low on tape There is also a black stripe that tells the machine when it...

Страница 200: ...Make sure the leading tape edge comes up from under the roll and to the right 9 Select Feed forward The system will advance the tape feed drive 10 Insert the lead edge of the tape into the entrance gu...

Страница 201: ...tle is located to the right of the printer module behind the stacker 2 Remove the cap from the bottle 3 Add enough E Z Seal to bring the level up to the bottom of the throat of the bottle Do not overf...

Страница 202: ...ht should illuminate when the switch is in the on position If the blue light is off press and release the button to turn the system on On newer models a power switch is also fitted at the back of your...

Страница 203: ...broken select Image is OK Done Skip to step 7 l If the test pattern has missing or incomplete lines select Not OK Clean print head Once the cleaning operation completes you will be prompted to print a...

Страница 204: ...he ink runs out You can print about another 300 postage indicia or leave the mailing system running for six days without printing If you do not have a replacement cartridge order one now Note Your act...

Страница 205: ...d under your service agreement Spot black 2 out of ink warning If the spot black 2 ink cartridge is out of ink a special Out of Ink warning will appear indicating that printing mail has been disabled...

Страница 206: ...ridge and print head are removed at the same time ink from the print supply line will flow down the tube and squirt from the needle in the ink cartridge holder out into the printer and system interior...

Страница 207: ...k cartridge straight out 4 The meter warns you that the ink cartridge is not installed Select Clear message 5 Remove the new ink cartridge from its packaging Maintenance Pitney Bowes Operator Guide Ap...

Страница 208: ...eptable 10 Select Image is OK Done Replacing the printhead If you have cleaned the printhead and changed the ink cartridge and the print quality of the test sample is still not satisfactory replace th...

Страница 209: ...6 Open the printer cover 7 Pull the blue latch all the way forward until it stops Maintenance Pitney Bowes Operator Guide April 2022 209...

Страница 210: ...head handle up to a vertical position and then lift the print head straight up and out 9 Remove the new print head from its packaging Shake the print head three times Maintenance Pitney Bowes Operator...

Страница 211: ...rint head contact must be facing toward the front of the mailing system l Make sure the blue handle is down l During installation only apply pressure to the center of the print head Maintenance Pitney...

Страница 212: ...olid and unbroken the pattern is acceptable Select Image is OK Done Aligning the print heads If your system has a color printing module you should perform a print head alignment after you replace the...

Страница 213: ...l color graphics are printed as part of a permit Select Next to continue 3 Place an envelope on the feed deck and select Start to print the vertical test pattern 4 Select the Pattern number field a Ty...

Страница 214: ...ful a message appears indicating that the print heads have been aligned to print on envelopes and tape Select Done Envelope alignment only 1 Type in the length of your envelope a Use the and buttons t...

Страница 215: ...the print heads have been aligned to print on envelopes Select Done Tape alignment only 1 Select Tape to print the first vertical test pattern a Select the Pattern number field b Type in the number of...

Страница 216: ...nk warning appears If the out of spot 2 ink warning error appears on the Run Mail screen select Turn off spot printing to view the Out of Ink warning 2 Review the terms and conditions a Select I have...

Страница 217: ...cartridge and reconfigure the system Warning Do no open any covers unless prompted to do so Opening covers out of turn or otherwise interfering with the system will result in a series of error messag...

Страница 218: ...formation Remote System Assistance If you are unable to correct a problem with your Connect Series system the Pitney Bowes Support Center can instruct you on providing remote access Once you provide a...

Страница 219: ...made every reasonable effort to assure the accuracy and usefulness of this guide however we cannot assume responsibility for errors or omissions or liability for the misuse or misapplication of our pr...

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