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11-4 

 SDC570J

11 • Departmental Accounting

Creating an Account 

 

 

You need to create an account before you can use the departmental 

accounting feature to track postage.
1.  From Home screen, press the selection key next to “ACCT” or 

“Select an Account” to display the Accounts menu.

2.  Select "Create an Account"
3.  The system will prompt for the name of this account. Key in 

a name for the account. It can be up to twelve alpha/numeric 

characters long. To access alpha characters, repeatedly press the 

appropriate number key until the desired character displays.

 

For more information on entering text, see 

Appendix A, How to 

Enter Text

. 

4.  When finished, select "Continue". At the prompt to create 

another account, either:
A. Press 

Yes/Enter and go back to Step 3 to create another 

account OR

B. Press 

No to continue. You return to the Accounts menu.

5. Press 

Clear (back arrow key) or Home to return to the Home 

screen.

Содержание DM100 Series

Страница 1: ...DM100i and DM200i Digital Mailing Systems K700 series Operator Guide UK and ROI Version Shipping and Mailing Franking Machines...

Страница 2: ......

Страница 3: ...ng the Weighing Platform 3 3 Entering Weight Manually 3 4 Keying in the Postage Directly 3 4 Miscellaneous Payments 3 4 Parcelforce FrankPay 3 4 Selecting an Account to Track Postage 3 6 Envelope Mess...

Страница 4: ...onnecting your System Using PC Meter Connect 5 2 Checking Funds Postage Available in Machine 5 2 Checking Your Postage by Phone Account Balance 5 3 Adding Postage 5 3 Printing a Funds Postage Report 5...

Страница 5: ...ance 6 5 Setting Postage Values Funds Warnings 6 8 Changing the Lock Code and Password 6 9 Setting Scale Options 6 11 Connecting to Data Centre 6 13 Advanced Options 6 17 Meter Withdrawal 6 17 Run Ins...

Страница 6: ...6 Viewing System Configuration Levels 8 6 Chapter 9 Supplies and Options Options 9 2 Moistener 9 2 Postal Advertisements Ads 9 2 Departmental Accounting 9 2 How to Order 9 2 Chapter 10 Reports Overvi...

Страница 7: ...rning Off Accounting 11 3 Creating an Account 11 4 Editing an Account Setting Up Account Passwords 11 5 Turning On Account Passwords 11 6 Turning Off Account Passwords 11 6 Selecting an Account 11 7 D...

Страница 8: ...vi SDC570J Table of Contents...

Страница 9: ...ter lists the key features of your mailing system tells you what s in this book and presents important safety information About Your Digital Mailing System 1 2 About IntelliLink 1 2 Postal Requirement...

Страница 10: ...e calculates correct postage Date and time stamp for use on incoming mail or on sensitive documents Optional accounting feature tracks postage costs by department certain models only Password protecti...

Страница 11: ...m to postal specifications For best performance obtain tape sheets direct from your machine supplier What is IntelliLink Your mailing system takes full advantage of IntelliLink your digital gateway to...

Страница 12: ...accessible Failure to properly ground the machine can result in severe personal injury and or fire Avoid touching moving parts or materials while the machine is in use Keep hands loose clothing jewel...

Страница 13: ...r sharp edges or trap between furniture Ensure there is no strain on the power cord and that it does not become jammed between the equipment walls or furniture Be certain the area in front of the wall...

Страница 14: ...J 11 Operating Temperature 4 C to 42 C LCD Display 4 lines 20 characters long Throughput Up to 40 letters per minute dependent on model with no moistener Somewhat less with optional moistener Actual t...

Страница 15: ...Phone Piece Count Up to 8 digits nonresettable All Pitney Bowes postage meters are manufactured in accordance with Postal Authority Standards This includes ascending register security which will lock...

Страница 16: ...our published specifications Material see figure below Minimum Size 127 mm x 76 mm Maximum Size 381 x 330 mm Minimum Flap Depth 22 mm Maximum Flap Depth 76 mm Minimum Thickness 0 18 mm Maximum Thickn...

Страница 17: ...2 1 SDC570J 2 Getting to Know Your System Machine Features Front 2 2 Control Panel 2 4 Machine Features Rear 2 6 In this chapter you ll find out where everything is and what it does...

Страница 18: ...2 Getting to Know Your System 3 Machine Features Front NOTES Some models have a smaller weighing platform and do not have the storage drawer The moistener is an option on certain models only 7 6 1 4...

Страница 19: ...access 6 LED lights green when your system is on lights orange when your system is in sleep mode 7 Transport Release Lever two position Home transport rollers engaged for processing mail normal Relea...

Страница 20: ...ows you to scroll up and down through menu choices in the operator display If a Page Up Down key is lit it indicates additional choices are available in a menu up or down depending on key and that Pag...

Страница 21: ...you to check your postage funds and number of mail pieces processed See Chapter 5 Adding Postage for details Add Postage allows you to add refill postage funds to your machine conveniently via modem...

Страница 22: ...a USB cable and connect to intellilink via PC Connect Software If available see Chapter 5 Adding Postage Also allows you to connect to a PC to upload accounting data requires additional software 2 Pow...

Страница 23: ...ring the Batch Count 3 7 Printing Mail 3 8 Printing Options 3 9 Bypass Printing Seal Envelope Only 3 10 Printing Date Time on Incoming Mail 3 10 Printing Envelope Messaging Date Time on Incoming Mail...

Страница 24: ...rdering tape sheets Check that you have enough postage for your mail run Press Funds key to view your current balance Home Screen When you power up your system the Home screen appears on the operating...

Страница 25: ...d between three horizontal bars i e 0 50 If the value displays with no bars i e 0 50 it means another selection such as an account or class is required before mail processing can commence Using the We...

Страница 26: ...nd or services available for this class of service 7 Select Done when finished entering all the class options and fees Keying In the Postage Directly not available in the UK 1 From the Home screen ent...

Страница 27: ...ble for this class of service 4 Select Done when finished entering all the class options and fees 5 Press the Weigh Rate key 6 Select Diff weighing 7 Place the mail pieces onto the scale They can be p...

Страница 28: ...now it and press Yes Enter 4 If a password has been assigned to this account you will be prompted to enter one Key in the 4 digit password if necessary 5 You return to the Home screen with the name of...

Страница 29: ...ing the Batch Count Checking the Batch Count 1 Press Funds 2 Press Page Down 3 The display shows the batch information 4 Press Home to return to the Home screen You can view the accumulated postage va...

Страница 30: ...roper location To print and envelope or tape sheet 1 Select the postage required account if accounting is on Envelope Messaging and batch function as described on pages 3 4 to 3 7 2 If using the moist...

Страница 31: ...ns There are various printing options available when processing mail through the system You can Bypass printing and seal the envelope only Print Envelope Messaging time date on incoming mail These opt...

Страница 32: ...he system grasps it The system prints the time and date and ejects the envelope tape sheet NOTE Make sure you orient the mail piece so the date and time prints on a blank section of the mail piece Byp...

Страница 33: ...he required position PrintingEnvelopeMessaging DateandTimeonIncomingMail You can set up your mailing system to print Envelope Messaging the date and time on incoming pieces of mail This feature is onl...

Страница 34: ...the machine Selecting a Text Message 1 Press Page Down 2 Select TEXT then Select Text Msg The display lists all messages created on your system 3 Press Page Down to see additional choices if availabl...

Страница 35: ...ect Done 6 Enter the name you wish to call this Text Message and select OK 7 Select Create another Msg or Quit if you are finished Delete a Text Message 1 Press Page Down 2 Select TEXT then Page Down...

Страница 36: ...end the text 6 When your first line edit is complete select Continue 7 Repeat this process until you reach the end of the message at which time the display will show EDIT COMPLETE You can now chose to...

Страница 37: ...e Normal Preset 4 3 Defining New Values for Normal Preset 4 3 Custom Presets 4 4 Selecting a Custom Preset 4 4 Viewing a Custom Preset 4 4 Defining a New Custom Preset 4 5 Editing a Custom Preset Name...

Страница 38: ...the current values on your machine when you define a preset For example if the machine is set up to print a Graphic Ad and has a class of mail already on the screen this is the condition that will be...

Страница 39: ...ou return to the Home screen with the Normal Preset chosen using the values just shown B Select Continue to return to the first screen in Step 4 Defining New Values for the Normal Preset To define new...

Страница 40: ...o the Home screen with the preset values chosen Viewing a Custom Preset 1 Press Custom Preset 2 Press Page Down 3 Select View Preset The display lists all presets 4 Select the preset you want to view...

Страница 41: ...r the name of this preset Key in a name for the preset It can be up to twelve alpha numeric characters long To access alpha characters repeatedly press the appropriate number key until the desired cha...

Страница 42: ...for more information see Appendix A How To Enter Text 5 When finished select OK You return to the Custom Presets menu 6 Press Home to return to the Home screen Deleting a Custom Preset Deleting a pres...

Страница 43: ...eter Connect 5 2 Checking Funds Postage Available in Machine 5 2 Checking Your Postage by Phone Account Balance 5 3 Adding Postage 5 3 Printing a Funds Postage Report 5 4 Downloads from the Data Centr...

Страница 44: ...ing system to the Data Centre via your Smartlink device please visit pitneybowes com uk smartlinksetup Pitney Bowes recommends connection via Smartlink If you have a Smartlink device please use the on...

Страница 45: ...count and your system is connected to a Smartlink device or PC Meter Connect if available 1 Press Add Postage 2 You may select Add xx to add the amount shown OR Select Add another amount Key in amount...

Страница 46: ...quired software updates to your machine Download advertisements or inscriptions you ordered Perform a remote inspection of your machine as required by the Postal Authority Download new postal rates Up...

Страница 47: ...stem is updated when a connection is made to the Data Centre Postal Inspection mandatory An audit is made of your meter This uploads information to the Postal Authority The Data Capture audit takes pl...

Страница 48: ...r machine will give you information regarding the status of the rate update and the choices available to you If the rate for a normal letter has changed and is effective immediately a screen displays...

Страница 49: ...not mandatory you will be prompted with either Get Update now or Skip get later Select the option desired B If a download is mandatory only Get update now displays and you must perform the download 7...

Страница 50: ...5 8 SDC570J 5 Adding Postage Connecting to Data Centre...

Страница 51: ...Features On and Off 6 4 Setting the Time Timeouts and Auto Date Advance 6 5 Setting Postage Values Funds Warnings 6 8 Changing the Lock Code and Password 6 9 Setting Scale Options 6 11 Connecting to...

Страница 52: ...rchased Setting Date Time and Timeouts Setting Postage Values Funds Warnings Setting Lock Code and Passwords Scale Options accessed from the Home screen Connecting to Data Centre Most of the basic sys...

Страница 53: ...B Key in a number representing the number of days you want to advance the date then select Add x days 1 30 4 Select Continue The new date now shows in the Home screen Adjusting the Contrast of the Di...

Страница 54: ...turn the feature ON or OFF depending on the current state of the machine Accounting you can turn on or off the accounting feature See Chapter 11 Departmental Accounting for more information on accoun...

Страница 55: ...ess Options 2 Press Page Down 3 Select Time and Timeouts 4 Select Normal Preset 5 Key in the amount of minutes from 1 240 before the system returns to the normal preset 6 Select OK The display returns...

Страница 56: ...you can set the system to advance the date at the mail pickup time 1 Press Options 2 Press Page Down 3 Select Time and Timeouts 4 Select Autodate advance 5 Type in the time in 24 hour format 6 Select...

Страница 57: ...20 min to subtract minutes Key in the number of minutes you need to subtract and select Continue 7 The display returns to Time and Timeouts menu 8 Press Clear back arrow key to return to Options menu...

Страница 58: ...amount that you specify This feature prevents you from accidentally printing a postage value that s more than you need 1 Press Options 2 Press Page Down 3 Select Postage Values 4 Select High value wa...

Страница 59: ...or enable the lock code if previously used or to change the lock code 1 Select Meter Lock Code 2 Select Change Lock Code A To disable the lock code Select Disable Lock Code At the confirmation message...

Страница 60: ...nfirm the code 5 You can then press Continue to return to the Options menu To either disable or enable the supervisor password if previously used or to change the lock code 1 Select Supervisor Passwor...

Страница 61: ...the following sections Zero the Scale If you have set your machine to retain the weight from the previous package or mail piece you will need to run this option to return the scale to zero weight 1 A...

Страница 62: ...ass or retain class when weight changes The current condition is displayed at the bottom of the screen 4 Press Clear back arrow key twice to return to the Home screen View Imperial Weight This functio...

Страница 63: ...Adding Postage Connecting to Data Centre for more information on this feature 1 Press Options 2 Press Page Down twice 3 Select Connect Data Centre 4 Select Uploads and Downloads The system automatica...

Страница 64: ...ess Page Down twice 3 Select Connect Data Centre 4 Select Phone Parameters 5 Select Change PbP Number 6 A warning that you should only change this number if instructed to displays Press Yes Enter to c...

Страница 65: ...arning message displays that reminds you that entering a wrong value may result in errors connecting to the Data Centre If you want to continue press Yes Enter otherwise press No to return to the Sele...

Страница 66: ...nd routes your call to a zone that ensures the lowest cost for the connection ANI LCZ Server Port The server port number identifies the port number on the ANI LCZ server to which your system connects...

Страница 67: ...on on this option Meter Withdrawal for withdrawing postage funds Run Install Mode Advanced Options Meter Withdrawal Withdrawing Postage Funds This function is used to withdraw your machine from use It...

Страница 68: ...Filling the Optional Moistener 7 6 Maintaining the Optional Moistener 7 7 Removing the Moistener Brush 7 7 Removing the Holder and Wick 7 9 Running Print Tests 7 10 Test Print 7 10 Purge 7 11 Replace...

Страница 69: ...ON Replace the ink cartridge as soon as you see the Low Ink alert Ink Out Replace the ink cartridge immediately The ink supply is gone you won t be able to print 1 If your machine has an extended weig...

Страница 70: ...ge guard NOTE If you are NOT changing the printhead skip to Step 6 If you have been directed by a representative of your machine supplier to change the Print Head continue with step 5A below 5A Squeez...

Страница 71: ...head 5D Squeeze the two grey tabs on either side of the new printhead and slightly angle the printhead while sliding it back into its holder 5E Push the printhead back into place You should hear a cli...

Страница 72: ...creen Refit the weighing platform if it was removed previously 8 Rotate the guard back to the closed position 6 Remove the tape from the bottom of the new ink cartridge 7 Lower the ink cartridge into...

Страница 73: ...ompletely wet Check Level Here Fill Here Filling the Moistener if fitted Refer to the following procedure to refill the moistener CAUTION Don t overfill the moistener tank 2 Add enough sealing solutio...

Страница 74: ...ace the moistener brush or wick as needed See Chapter 9 Supplies and Options for instructions on ordering these supplies for your machine 1 Push down on the blue release lever on the moistener Removin...

Страница 75: ...he brush back towards the rear of the moistener 8 If you need to clean the wick and holder continue with Removing the Holder and Wick procedure on the next page Otherwise push down on the blue release...

Страница 76: ...down on the blue release lever on the moistener Removing the Holder and Wick Wick Holder 1 Pull up and remove the holder and wick from the moistener as shown 2 Separate the wick from its metal holder...

Страница 77: ...a purge as described on the following page 1 Press Options 2 Press Page Down twice 3 Select Advanced Features 4 Select Maintenance mode 5 Select Printer maintenance 6 Select Test Print 7 When prompte...

Страница 78: ...t Purge IMPORTANT Always ensure that your prints are clear and complete Poor prints may be rejected by your Postal Authority If you notice missing lines in the print as shown in the illustrations belo...

Страница 79: ...a choice to replace the printhead or ink tank cartridge 8 Follow the steps in Replacing the Ink Cartridge Printhead at the beginning of this chapter 7 You have a choice of 4 purges to use Normally se...

Страница 80: ...ay Messages 8 2 Power Problems 8 2 Printing Problems 8 3 Feeding Problems 8 4 Display Problems 8 4 Problems Adding Postage 8 5 Moistening Problems 8 6 Viewing System Configuration Levels 8 6 This chap...

Страница 81: ...e normal operation by turning your system off and then back on If you still cannot resolve the problem call your machine supplier for help Contact details can be found on the back cover of this guide...

Страница 82: ...blem call your machine supplier You may have to replace the printhead IMPORTANT Always ensure that your prints are clear and complete Poor prints may be rejected by your Postal Authority If you notice...

Страница 83: ...Carefully pull envelope out from right 3 Make sure deck is clear of paper fragments 4 Rotate transport release lever anticlockwise to the home position To avoid stalled jammed envelopes 1 Make sure y...

Страница 84: ...esigned to display the progress of the postage refill If the procedure fails for any reason the display tells you why Make the necessary corrections Machine fails to connect to Postage by Phone Data C...

Страница 85: ...screen Moistening Problems if moistener is fitted Envelopes don t seal Incorrect feeding Make sure you slide the envelope flap under the blue edge of the feed deck If you don t the moistener can t wet...

Страница 86: ...stal Advertisements Ads 9 2 Departmental Accounting 9 2 How to Order 9 2 This chapter explains how to order supplies and accessories for your digital mailing system It also tells you a little about op...

Страница 87: ...ing gives your mail a professional appearance and can turn your mailings into a powerful promotional tool You can purchase Graphic Ads if your needs require it up to a total of 20 Ads Optional Graphic...

Страница 88: ...0 2 Add Postage Report 10 2 Single Account Report 10 3 Multi Account Summary Report 10 3 Register Funds Report 10 4 Configuration Report 10 4 Error Report 10 5 Rates Summary Report 10 5 This chapter e...

Страница 89: ...Account Report Multi Account Summary Report Register Funds Report Configuration Report Error Report Rates Summary Report Add Postage Report This report lists the last 5 postage refills 1 Press Report...

Страница 90: ...lope tape sheet 6 Press Clear back arrow key to return to Report type menu or press Home to return to the Home screen Multi Account Summary Report This report provides the postage history for multiple...

Страница 91: ...other envelope tape sheet 5 Press Clear back arrow key to return to Report type menu or press Home to return to the Home screen Configuration Report This report lists configuration information about y...

Страница 92: ...back arrow key to return to Report type menu or press Home to return to the Home screen Rates Summary Report This report provides a history of postages rates that your machine has loaded and the stat...

Страница 93: ...10 6 SDC570J 10 Reports...

Страница 94: ...ccount 11 4 Editing an Account Setting Up Account Passwords 11 5 Turning On Account Passwords 11 6 Turning Off Account Passwords 11 6 Selecting an Account 11 7 Displaying Account Totals 11 7 Clearing...

Страница 95: ...system stores the following information for each account A name up to 12 alphanumeric characters long An account number The item total This is the total number of pieces of mail charged to an account...

Страница 96: ...en with Select an Account displayed Turning Off Accounting You can temporarily turn off the Departmental Accounting whenever you wish NOTE You will not be tracking postage by account when this feature...

Страница 97: ...account Key in a name for the account It can be up to twelve alpha numeric characters long To access alpha characters repeatedly press the appropriate number key until the desired character displays...

Страница 98: ...he new name Key in a new name for the account It can be up to twelve alpha numeric characters long To access alpha characters repeatedly press the appropriate number key until the desired character di...

Страница 99: ...You return back to the Accounts menu 4 Select Select an account 5 The Select an Account screen displays Press Page Down to see more choices if lit To select an account A You may either key in the fir...

Страница 100: ...s option 1 From Home screen press the selection key next to ACCT or Select an Account to display the Accounts menu 2 Press Page Down and select Display acct totals 3 The Display an Account screen disp...

Страница 101: ...counts menu 2 Press Page Down and select Clear an account 3 The Clear an Account screen displays Press Page Down to see more choices if lit To select an account A You may either key in the first digit...

Страница 102: ...Clear ALL Accts or Cancel if you change your mind All the accounts are cleared and you return back to the Accounts menu 4 Press Clear back arrow key or Home to return to the Home screen Clearing All A...

Страница 103: ...choices if lit To select an account A You may either key in the first digit of the account number if you know it and press Yes Enter OR B Use the appropriate selection key next to the display 4 At the...

Страница 104: ...les through 2 A B C Extended character sets are provided for foreign markets on a country by country basis In those cases a numeric key may need to be pressed several times to cycle through the comple...

Страница 105: ...lamation point at sign Plus sign Hash mark NOTE Currency symbol varies by country The 0 zero key on the keypad functions as the space key The decimal point key also functions as the Shift key In the a...

Страница 106: ...Default A value or setting the machine automatically uses unless you change it As delivered your machine has factory set defaults or normal settings You may change these if you wish Descending Registe...

Страница 107: ...fessional services Lock Code A four digit code that serves as a user password It prevents unauthorised machine use Postage by Phone A service that allows you to buy postage and check account status by...

Страница 108: ......

Страница 109: ...Limited 2016 We have 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 mis...

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