DM300c / DM400c Digital Mailing Systems Operator Guide
SV62261 Rev. A ©2009 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 system of any type or transmitted by any means, electronically or mechanically, without the express, written permission of Pitney Bowes. We have made every reasonable effort to ensure the accuracy and usefulness of this manual; however, we cannot assume responsibility for errors or omissions or liability for the misuse or misapplication of our products.
FCC Part 15 Compliance NOTE: This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to part 15 of the FCC rules. These limits are designed to provide reasonable protection against interference in a residential installation. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instruction manual, may cause interference to radio communications.
If this equipment (3C00, 4C00 mailing machine) causes harm to the telephone network, the telephone company will notify you in advance that temporary discontinuance of service may be required. But if advance notice isn’t practical, the telephone company will notify you as soon as possible. Also, you will be advised of your right to file a complaint with the FCC if you believe it is necessary.
Pitney Bowes Contact List DM300c DM400c Machine Identification Product Name: DM300c Digital Mailing System Model Number: 3C00 OR Product Name: DM400c Digital Mailing System Model Number: 4C00 Resources For support information, go to www.pb.com and click on Customer Support. Click on Meters and Mailing Systems, then click on the appropriate product name link. To order PB supplies and accessories, go to: www.pb.com and click on Supplies OR order by phone at 1-800-243-7824 (M-F 8:00 AM to 8:00 PM ET.
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Table of Contents Table of Contents 1 • Introduction What's in this Guide ...........................................................1-2 About Your Digital Mailing System.....................................1-3 Postal Requirements .........................................................1-4 Sections of the Meter Stamp .............................................1-5 What is IntelliLink® ............................................................1-5 About Constant Connection.................................
Table of Contents Checking and Clearing the Batch Count .........................3-13 Viewing (Checking) the Batch Count ....................... 3-13 Printing the Batch Count .......................................... 3-14 Clearing the Batch Count ......................................... 3-15 4 • Printing Options Printing Options Overview .................................................4-2 Sections of the Meter Stamp .............................................4-3 Printing a $0.00 Meter Stamp ..........
Table of Contents 6 • Adding Postage/Connecting to the Data Center Postage and Your Machine................................................6-2 Establishing Communications Between Your Machine and ... the Pitney Bowes Data Center .......................................6-2 Downloads from the Data Center to Your Machine ...............6-3 Using Constant Connection to Establish Communications with the Data Center ..............................................................
Table of Contents 8 • Standard Accounting Option Overview of Accounting Options........................................8-2 Activating/Setting Up Standard Accounting Option ...........8-4 Turning On Accounting ......................................................8-6 Turning Off Accounting ......................................................8-7 Turning On Account Passwords ........................................8-7 Turning Off Account Passwords ........................................
Table of Contents 10 • Text Messages Text Messages Overview.................................................10-2 Text Message Specifications ...........................................10-3 Postal Rules and Guidance .............................................10-3 Envelope Guidance .........................................................10-4 Creating a Text Message .................................................10-5 Viewing/Editing a Text Message ......................................
Table of Contents 13 • Troubleshooting Getting Help.....................................................................13-2 Messages on the LCD Display ........................................13-2 Blank Display ...................................................................13-2 Display Difficult to Read ..................................................13-3 Printing Problems ............................................................13-3 Feeding Problems ...............................................
1 • Introduction DM300c DM400c This chapter lists the key features of your mailing system, tells you what's in this guide, and presents important safety information. What's in this Guide............................................................1-2 About Your Digital Mailing System......................................1-3 Postal Requirements ..........................................................1-4 Sections of the Meter Stamp ..............................................1-5 What is IntelliLink® ...
1 • Introduction What's in this Guide Section Description Chapter 1 Introduction Describes the key features of your mailing system. It also includes important safety notes. Chapter 2 Explains the purpose and shows the location of each Getting to Know control and machine feature. Please read this section Your System carefully. Chapter 3 Running Mail Explains how to process mail. The operations covered here are the ones you'll use most often.
1 • Introduction About Your Digital Mailing System Your digital mailing system's advanced features include: • • • • • • • • • • • • • • • • • Space-saving, compact footprint ENERGY STAR® compliant design lowers operating costs and helps preserve the environment Large, easy-to-read display shows system status and prompts you through setup operations Semi-automatic and automatic envelope feeding, transport, and auto-eject Automatic date advance User-selectable ad slogans and inscriptions Convenient and simpl
1 • Introduction 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 meter stamp (indicia). Metered mail must bear the ZIP Code location of the post office where the postage meter (mailing machine) is registered. If you move to another ZIP Code location, you must update the ZIP Code by calling our Customer Care Center (see page v).
1 • Introduction Sections of the Meter Stamp These are the sections that make up the meter stamp printed on your mail piece.
1 • Introduction About Constant Connection Constant Connection is an option that allows you to connect your machine to the Pitney Bowes Data Center via a LAN network that has Internet access. Internet connection is normally much quicker than using the analog phone line option to download postage and software updates to your machine. Constant Connection’s highspeed connectivity eliminates the need for an analog line and provides faster transmission speed when connecting through your local network.
1 • Introduction Other Sources of Information Other sources of information for your machine include: • • The DM300c/DM400c Quick Reference Guide has condensed versions of many of the topics covered in this book. You can normally store this handy guide in the storage slot in the stacker tray. The Pitney Bowes Contact List on page v, which provides helpful websites and phone numbers. Important Safety Notes Follow the normal safety precautions for all office equipment.
1 • Introduction Important Safety Notes (cont'd) • • Keep your hands out of the ink cartridge refill holder. Avoid touching moving parts or materials while the machine is in use. Before clearing a stall (jam), be sure machine mechanisms come to a complete stop. When removing stalled material, avoid using too much force to protect against minor personal injury and damage to the equipment. Use the equipment only for its intended purpose.
1 • Introduction Important Telephone Safety Instructions If the LAN Internet connection is not available, the machine connects directly to analog telephone lines. For your protection, basic safety precautions should always be followed to reduce the risk of fire, electric shock, and injury to persons. These safety precautions include: WARNING: To reduce the risk of fire, use only the 26 AWG telecommunication line cord supplied with your mailing machine.
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2 • Getting to Know Your System DM300c DM400c In this chapter you'll find out where everything is and what it does. Parts of the Machine - DM300c ..........................................2-2 Parts of the Machine - DM400c ..........................................2-4 Control Panel ......................................................................2-6 Connections on Back of Machine .......................................2-8 SV62261 Rev.
2 • Getting to Know Your System Parts of the Machine - DM300c 2 3 4 1 5 6 7 11 10 9 8 (shown with optional weighing platform) 2-2 SV62261 Rev.
2 • Getting to Know Your System Parts of the Machine - DM300c (cont'd) Item Part Description 1 Control Panel Allows you to enter and set up information on your machine (see next page for details) 2 3 Tape Feeder Holds and feeds tape strips for printing LED Lights green when your system is on; lights orange when your system is in "sleep" mode 4 Weighing Platform (optional) Allows you to weigh a mail piece (your system can then calculate postage based on the service selected) 5 Ink Access Cover
2 • Getting to Know Your System Parts of the Machine - DM400c 2 1 3 5 4 13 12 11 6 10 9 7 8 (shown with optional weighing platform) 14 15 2-4 (shown with optional weighing platform) SV62261 Rev.
2 • Getting to Know Your System Parts of the Machine - DM400c (cont'd) Item Part Description 1 Feeder Access Cover Open this cover to access the moistener bottle 2 Seal/No Seal Lever Allows you to turn envelope sealing on and off 3 LED Lights green when your system is on; lights orange when your system is in "sleep" mode 4 Ink Access Cover Opens up to allow replacement of the ink cartridge (see Chapter 12, Maintenance) 5 Weighing Platform (optional) Allows you to weigh a mail piece (your sy
2 • Getting to Know Your System Control Panel 2 4 3 5 6 1 7 9 6 8 Item Part/Key Description 1 2 Tape Key Allows you to print tape strip(s) Lock/Power Key Allows you to power up or power down machine. If the lock code feature has been enabled, you can either power down the machine or put the machine into lock-down mode. In lock-down mode, access to the machine requires entering a four-digit lock code.
2 • Getting to Know Your System Control Panel (cont'd) Item Part/Key 7 8 9 Description Enter Key Allows you to accept an entry or choice. Start and Stop Keys Allow you to start/stop the mailing system when running envelopes Feature Keys Allows you quick access to the key features on the system. Pressing a Feature key takes you immediately to the top-level screen of the feature for that key.
2 • Getting to Know Your System Connections on Back of Machine 2 3 1 Item Part Description 1 Phone Jack Allows you to connect to an analog phone line via a standard RJ-11 phone plug (the same as a Fax machine) and connect to the Pitney Bowes Data Center to download postage and software updates (see also Chapter 6, Adding Postage).
3 • Running Mail DM300c DM400c This chapter explains how to run mail, your printing options, and using the optional weighing platform. Home Screen......................................................................3-2 Checking Funds (Postage) Availability in Machine .............3-2 Applying Postage................................................................3-3 Keying In the Postage Directly .....................................3-4 Entering Weight Manually ..........................................
3 • Running Mail Home Screen When you power up your system, the Home screen appears on the operating display. If your system has been set up to require a Lock Code or password, you are prompted to enter it. A typical Home screen is show below (your screen may vary slightly if you had not purchased the optional accounting feature or weighing platform): Key In Postage ◄ ACCOUNT ◄ CLASS ◄ AD ◄ INS $0.
3 • Running Mail Applying Postage There are several ways you can apply postage using your mailing system: • Key in the postage directly from the keyboard when you already know the amount • Enter the weight of the mail piece manually and have the system calculate the postage amount using the system's internal rating feature • Place the mail piece on the integrated weighing platform (if purchased) and have the system calculate the weight and then postage amount using the system's internal rating feature Each
3 • Running Mail Applying Postage (cont'd) Keying In the Postage Directly 1. From the Home screen, enter the postage using the numeric keys. You do not need to enter the decimal point. 2. Press Enter or select "Accept" to confirm the amount. Key In Postage ◄ ACCOUNT ◄ CLASS ◄ AD ◄ INS $0.
3 • Running Mail Applying Postage (cont'd) Using the Optional Weighing Platform 1. Make sure weighing platform is activated. See Chapter 11, Scale Options to turn your weighing platform on, if necessary. 2. Place mail piece on weighing platform (you will see “lb. and oz” under the "Scale" on the display). The weight of the mail piece will appear on the top-line of the display and valid classes and rates for this weight valid are displayed. Select Class 0 lb 0.
3 • Running Mail Processing Letter Mail Manually Feeding Envelopes (DM300c) 1. If using the moistener, place flap along moistener and move towards the right. 2. Place the envelope up against the registration wall of the system and slide it to the right until the system grasps it. The system prints the digital indicia and ejects the envelope. Registration Wall 1 s 5432 ne 3 , 22 ee Jo Town Su Rt Her 3-6 h et 345 Smit 12 Stre US John in Mr. 25 MaTown, 19 ur Yo SV62261 Rev.
3 • Running Mail Processing Letter Mail (cont'd) Automatically Feeding Envelopes (DM400c) 1. Tap lead edges and top edges of envelopes on table. 2. Shingle envelopes (slant the stack as shown) so the bottom envelope feeds first. All envelopes should be the same size. 3. Load envelopes onto the feeder with the flaps down and facing the rear wall. Mail must contact the feed rollers. 4. Slide the side guide up to the envelopes.
3 • Running Mail Processing Flats, Packages, or Non-Letter Mail If your mail piece is too thick to pass through the feeder (non-Letter size), you can use a tape strip to print the indicia on, then apply it to your mail piece. Printing a Single Tape Strip 1. Push the tape lever to the right and drop tapes down into the slot. i NOTE: The printable side of the tape should be facing towards the control panel display (to the right). 2. Press Tape when ready to print. By default, a single tape will be printed.
3 • Running Mail Selecting an Account to Track Postage You can select an account to track postage if one of the optional departmental accounting features is turned on. See Chapter 8, Standard Accounting Option, for additional information. 1. From Home screen, press the selection key next to Account. The "Select Account" screen displays Select Account Current: None 9 None ◄ Sales ◄ Engineering ◄ Marketing 0 1 2 3 (Use Keypad) 2. Press the down arrow key to see more choices (if lit).
3 • Running Mail Using Differential Weighing Differential Weighing is an optional feature that allows you to place all your mixed weight mail on the scale and have the system automatically calculate the correct weight as you remove each mail piece. It is a fast and convenient method for processing mixed weight, but same class mail. 1. Select the Account (if applicable), the Class and any other options desired for these mail pieces.
3 • Running Mail Using Differential Weighing (cont'd) 6. The total weight of the mail peices are displayed. As prompted, remove one item from the scale. Remove One Mail Piece From the Scale Total weight: 0lb 2.oz ◄ Exit Diff. Weighing 7. A ready to print postage screen displays, which includes the class and other settings you've chosen and weight of the item removed. Diff. Weight 0lb 2.0 oz ◄ ACCOUNT ◄ CLASS ◄ AD ◄ INS $0.61 Jun 05 2009 : : : : Sales 1st Cl ltr None None 8.
3 • Running Mail Using Differential Weighing (cont'd) 11. When you have removed the last item from the scale, the "Last Item" screen displays. Last Item Print postage for last item removed? ◄ Yes ◄ No, Do not print Select "Yes" to rate the item or "No, Do not print". 12. The same screen from Step 5 appears. Select "Exit" to leave the Differential Weighing mode OR Place additional items on the scale and repeat steps 6 -10 for each item that needs postage. 3-12 SV62261 Rev.
3 • Running Mail Checking and Clearing the Batch Count Your system has the ability to keep track of batches of mail if desired. You may use this feature to track the amount of mail going out per day, per week, per month, etc. The system stores the postage value and piece count information in a "batch register". You can view and print the batch register values at any time. You can also clear/ reset the batch register to zero when necessary. Viewing (Checking) the Batch Count 1. Press Funds. 2.
3 • Running Mail Checking and Clearing the Batch Count (cont'd) Printing the Batch Count Funds Report 1. Press Funds. 2. Press Menu and select "Print Funds Report". 3. When prompted either: • Insert an envelope (DM300c): Place the envelope up against the back wall of the system and slide it to the right until the system grasps it. • Automatically feed an envelope (DM400c): Load envelope onto the feeder and press Start. • Press the Tape button.
3 • Running Mail Checking and Clearing the Batch Count (cont'd) Clearing the Batch Count IMPORTANT: Make sure you really want to clear the batch count; once you do, you can't restore the data. 1. Press Funds. 2. Press Menu and select "Clear Batch Value". 3. At the Confirm Clear prompt, select "Yes, Clear Value" to confirm. The batch value and batch piece registers return to zero. 4. Press Home to return to the Home screen. SV62261 Rev.
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4 • Printing Options DM300c DM400c This chapter explains your printing options for incoming and outgoing mail. Printing Options Overview ..................................................4-2 Sections of the Meter Stamp ..............................................4-3 Printing a $0.00 Meter Stamp .............................................4-3 Auto-Advance of Printed Date for the Meter Stamp ...........4-3 Manually Changing Printed Date for the Meter Stamp .......
4 • Printing Options Printing Options Overview There are various printing options available when processing mail through the system. You can: • • • • • • • Seal the envelope without printing the meter stamp. Print the date and time, an advertisement, or text on mail. Set or advance the date. Omit day or date when printing an indicia. Adjust the horizontal print position of the indicia on the mail. Print/download a postal inscription.
4 • Printing Options Sections of the Meter Stamp These are the sections that make up the meter stamp printed on your mail piece. Inscription* Envelope Ad Optional Printing Meter Serial Number Datamatrix Barcode ZIP Code Origination Postage Value Applied Date Required Printing *required only for certain classes of mail Printing a $0.00 Meter Stamp If you want to check the ink imprint (meter stamp) on your machine, you can generate a $0.00 meter stamp for this purpose.
4 • Printing Options Manually Changing Printed Date for the Meter Stamp You 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. IMPORTANT: • Changing the printed date does not change the meter's internally held date. • You can always return the printed date to the current date.
4 • Printing Options Sealing Envelopes without Printing a Meter Stamp DM300c Only You can use your DM300c as an envelope sealer to seal preaddressed envelopes without printing a meter stamp. 1. Press Menu. 2. Select "Printing Options." 3. Select "No Printing (Seal Only)." 4. Place flap along moistener and move towards the right. 5. Slide the envelope to the right until the system takes hold of it. The system seals and ejects the piece. 6.
4 • Printing Options Printing the Date and Time, Ad or Text (no meter stamp) You may want to use this feature to time-stamp incoming mail or sensitive documents, or to include an ad or text to outgoing letters already having a meter stamp. 1. Press Menu. 2. Select "Printing Options." 3. Select "Text-Ad-Date-Time Mode.
4 • Printing Options Omitting/Restoring Day or Date on 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. 2. 3. 4. Press Menu. Select "Printing Options". Select "Omit Day/Date/Other". Select either "Omit Date" or "Omit Day" to toggle between "Yes" and "No".
4 • Printing Options Adding/Removing a Postal Inscription to Meter Stamp IMPORTANT: 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, changing one on your meter does NOT automatically change the other. You need to change each in their separate settings (see Chapter 3, Running Mailing for changing the postal class for rating). 1.
4 • Printing Options Adding/Removing an Envelope Ad to the Meter Stamp 1. From Home screen, select “Ad”. Select AD Current: None 9 None ◄ Addr SV Request ◄ Return Request ◄ Seasons Greetings 0 1 2 3 (Use Keypad) 2. The “Select Ad” screen displays. You may either: A. Key in the Ad number and then press Enter to select the ad. B. Scroll through ads and then select the ad. 3. You return to the Home screen with the name of the account listed.
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5 • Normal and Custom Presets DM300c DM400c This chapter discusses the Normal and Custom Presets feature available on your machine. What is a Preset? ...............................................................5-2 Why Should I Use Presets?................................................5-2 Why Should I Use a USPS® “Class” in my Preset? ............5-2 Normal Preset.....................................................................5-3 Selecting a Normal Preset ........................................
5 • Normal and Custom Presets What is a Preset? A preset is very similar to a “shortcut” on your computer. It recalls a setting that already contains the postage class, the postage value, fees for special service such as Delivery Confirmation, and possibly other values. Your machine has two types of presets, Normal and Custom; and they actually work the same way.
5 • Normal and Custom Presets Normal Preset Normal Preset comes pre-configured. You can change these settings by re-defining new values (vs. editing existing values) by following the procedure below. IMPORTANT: • You cannot delete the Normal Preset, but you can define new values for the Normal Preset based on the current condition of the machine. • The Normal preset displays after you turn on your machine or after you activate the machine from "sleep" mode.
5 • Normal and Custom Presets Normal Preset (cont'd) Defining New Values for the Normal Preset (continued) View Settings Preset: Normal Preset Postage Class ZIP/Zone Fees : : : : $ 0.00 None None $ 0.00 Select This Preset [Enter] View Settings Preset: Normal Preset AD INS Text Msg Date : None : None : None : ON Select This Preset [Enter] View Settings Preset: Normal Preset Hor. Pos Weight Mode : 9 : None : Key In Select This Preset [Enter] 7. Press Enter when done viewing the preset settings: A.
5 • Normal and Custom Presets Custom Presets You have the option of viewing, editing the name of, overwriting (save new settings for), or deleting a Custom Preset as necessary. IMPORTANT: When a rate change becomes effective, always check the postage values assigned to all presets to make sure that they comply with the new rates. Selecting Custom Presets 1. Press Custom Presets. 2. The display lists all presets created on your system. Press the down arrow key to see additional choices (if available). 3.
5 • Normal and Custom Presets Custom Presets (cont'd) Defining Custom Presets To define (create) a new Custom Preset: 1. Establish the proper settings on the machine (such as No Ad, a class, a specific departmental account, etc.) that you want the preset to contain. 2. Press Menu. 3. Press the green down arrow key to scroll through the menu screens. 4. Select "Preset Options." 5. Select "Create New Custom Preset". The system will prompt for the name of this preset. Type in a name for the preset.
5 • Normal and Custom Presets Custom Presets (cont'd) Defining Custom Presets (continued) View Settings Preset: Custom 1 Preset Postage Class ZIP/Zone Fees : : : : $ 0.00 None None $ 0.00 Select This Preset [Enter] View Settings Preset: Custom 1 Preset AD INS Text Msg Date : None : None : None : ON Select This Preset [Enter] View Settings Preset: Custom 1 Preset Account Hor. Pos Weight Mode : : 9 : None : Key In Select This Preset [Enter] 7. Press Enter when done viewing the preset settings: A.
5 • Normal and Custom Presets Custom Presets (cont'd) Editing a Custom Preset Name You may change the name of a preset if you want. 1. Press Menu. 2. If necessary, press the green down arrow key to scroll through the menu screens. 3. Select "Preset Options." 4. Select "Edit Preset Name". 5. The display lists all the Custom Presets. Select the preset you want to edit. 6. The system will prompt for the new name of this preset. Key in the new name for this preset.
5 • Normal and Custom Presets Custom Presets (cont'd) Deleting a Custom Preset Deleting a preset removes all the settings assigned to it and removes it from the Presets Menu. IMPORTANT: Once you deleted a preset, its values are gone. You can't recover a deleted preset. 1. Press Menu. 2. If necessary, press the green down arrow key to scroll through the menu screens. 3. Select "Preset Options." 4. Press the down arrow key and select "Delete Presets". The display lists all presets. 5.
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6 • Adding Postage/ Connecting to Data Center DM300c DM400c This chapter explains how to add postage to your system using Pitney Bowes' Postage By Phone® service and connecting to the Pitney Bowes Data Center. Postage and Your Machine.................................................6-2 Establishing Communications Between Your Machine and the Pitney Bowes Data Center ...........................................6-2 Downloads from the Data Center to Your Machine ................
6 • Adding Postage/Connecting to Data Center Postage and Your 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 transferred to your meter from your Pitney Bowes Postage By Phone® meter payment account.
6 • Adding Postage/Connecting to Data Center Downloads from the Data Center to Your 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 software/ postal update or download is available, a message stating so displays. • If a download is not mandatory, you will be prompted with either “Get Update now” or “Skip; Get later”.
6 • Adding Postage/Connecting to Data Center Downloads from the Data Center to Your Machine (cont'd) Upload Pending Electronic USPS® Confirmation Service Records If you are using the optional USPS® Confirmation Services feature, your services records can be uploaded to USPS® for processing. See Pitney Bowes publication SV61156 for more information on this optional feature. Visit our website (see page v) and enter "SV61156" in the search box on the home page to locate and view this document.
6 • Adding Postage/Connecting to Data Center Downloads from the Data Center to Your Machine (cont'd) Postal Rate Update Postal rates change periodically by the USPS®. If new rates are available, you can download them quickly and easily directly from the Pitney Bowes Data Center. The new rates are normally available for download at least seven days before the effective date. The display tells you when a Rate Change update is complete.
6 • Adding Postage/Connecting to Data Center Using a LAN Network (Constant Connection) to Establish Communications with the Data Center Constant Connection is a feature that allows you to connect your system to the Pitney Bowes Data Center via a LAN network that has Internet access. Internet connection is normally much quicker than using the analog phone line option to download postage and software updates to your machine.
6 • Adding Postage/Connecting to Data Center Using PC Meter Connect™ to Establish Communications with the Data Center With PC Meter Connect™, you can do postage refills and meter updates quickly and conveniently using your PC's Internet connection. You simply load the PC Meter Connect™ software from the CD included in your starter kit into a Windows PC with an Internet connection (broadband, DSL, network, etc.) and connect a USB cable between your meter and a PC.
6 • Adding Postage/Connecting to Data Center Using PC Meter Connect™ to Establish Communications with the Data Center (cont'd) If you right-click on PC Meter Connect™ icon in the system tray, you can access several options for the PC Meter Connect™ software.
6 • Adding Postage/Connecting to Data Center Using an Analog Phone Line to Establish Communications with the Data Center If you do not have Internet access available, you may establish communications to the Pitney Bowes Data Center using an analog phone line.
6 • Adding Postage/Connecting to Data Center Checking Funds (Postage) Availability in Machine 1. Press Funds. 2. View funds used and pieces processed. Funds Available Used Total Pieces Ctl Sum : $204.94 : $17.06 : 130 : $222.00 More Options (Menu) 3. Press the down arrow key to view additional information. Funds Batch Value Batch Count : $ 11.65 : 3 More Options (Menu) 6-10 SV62261 Rev.
6 • Adding Postage/Connecting to Data Center Checking Your Postage By Phone® Account Balance You can check your Postage By Phone® account balance at any time, as long as your system is connected to the Pitney Bowes Data Center. i NOTE: The Postage By Phone® account balance represents the 1. 2. 3. 4. funds in your account, not the amount in your meter. Press Refill Postage. Select “Check PBP Balance”. The system connects to the Pitney Bowes Data Center (this may take a few moments).
6 • Adding Postage/Connecting to Data Center Adding Postage You can add postage to your machine any time you need to, as long as you have enough funds in your Postage By Phone® account and your system is connected to the Pitney Bowes Data Center. 1. Press Refill Postage. • You may select “Refill $xx.00” to add the amount shown. • Select “Another Amount”. Key in the amount in whole dollars that you want to add and select “Accept”. Select "Yes" to verify the amount. Refill Postage ◄ Refill $ xx.
6 • Adding Postage/Connecting to Data Center Adding Postage (cont'd) Refill Receipt 5. If a receipt is desired, select "Print Receipt" and follow the prompts OR simply press Home to return to Home Screen. Refill: MAR 05 07 4:13P Refill Amount: $200.00 Funds Available in Meter: $1033.610 Prepaid: $1600.00 Additional Funds Available: $000.000 Account No: 12345678 Meter No.
6 • Adding Postage/Connecting to Data Center Printing a Funds (Postage) Report A funds report allows you to print a record of how much postage has been used and how much is remaining in the machine. Funds Report 1. Press Funds. 2. Press Menu and select "Print Funds Report". 3. When prompted either: • Manually feed an envelope (DM300c): Place the envelope up against the back wall of the system and slide it to the right until the system grasps it.
6 • Adding Postage/Connecting to Data Center Downloading Files or Updating System Use this option when you need to manually: Perform USPS® meter inspections Restart an interrupted download Download postal inscriptions, envelope ads, meter software updates, or rate updates 1. Press Menu. 2. If necessary, press the green down arrow key to scroll through the menu screens. 3. Select "Data Center Options". • • • Main Menu ◄ Preset Options ◄ Text Messages ◄ Maintenance ◄ Data Center Options 4.
6 • Adding Postage/Connecting to Data Center Downloading Files or Updating System (cont'd) 6. After the download has completed, a message stating so displays. A. If you need to reboot the system, the prompt "Restart Now" displays. Select this to restart the system. B. If no rebooting is necessary, simply select "Return Home" to return to the Home screen.
6 • Adding Postage/Connecting to Data Center Settings for Connecting to the Data Center (cont'd) Analog Phone Line Connection Settings If an Internet connection is not available, you can use an analog phone line to connect to the Data Center. The Phone Settings menu allows you to modify the phone connection settings on your machine (tone or pulse, dial prefix, etc.) Phone Settings ◄ Dial Type ◄ Dialing Prefix ◄ PBP Phone# ◄ Blind Dialing : Tone : None : xxxxxx....
6 • Adding Postage/Connecting to Data Center Settings for Connecting to the Data Center (cont'd) Analog Phone Line Connection Settings (continued) Selecting the Dialing Type (Tone/Pulse) Use this to tell the system whether your have a tone or pulse type phone. 1. Press Menu. 2. If necessary, press the green down arrow key to scroll through the menu screens. 3. Select "Data Center Options". 4. Select "Phone Settings". 5. Select "Dial Type" to toggle between "Tone" and "Pulse". Select the appropriate option.
6 • Adding Postage/Connecting to Data Center Settings for Connecting to the Data Center (cont'd) Analog Phone Line Connection Settings (continued) Changing the Postage By Phone® (PBP) Number Use this if you need to change the number for Postage By Phone®, but only if you are directed to by a Pitney Bowes representative. 1. Press Menu. 2. If necessary, press the green down arrow key to scroll through the menu screens. 3. Select "Data Center Options". 4. Select "Phone Settings". 5. Select "PBP Phone#". 6.
6 • Adding Postage/Connecting to Data Center Settings for Connecting to the Data Center (cont'd) Data Center Distributor Settings This option allows you to modify the connection parameters that your machine uses to connect to the Pitney Bowes Data Center. A brief description of each parameter is provided on the next page. IMPORTANT: Do not change these settings unless directed to do so by your Pitney Bowes representative. To access the Distributor Settings: 1. Press Menu. 2.
6 • Adding Postage/Connecting to Data Center Settings for Connecting to the Data Center (cont'd) Data Center Distributor Settings (continued) 6. A warning message displays that reminds you that entering a wrong value may result in errors connecting to the Data Center. Select "Continue". 7. Key in a new entry for that parameter. • To modify the existing parameter, select "Edit Options". You can then move the cursor right or left to insert a character. Select "OK" when done.
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7 • System Options DM300c DM400c This chapter presents system options you can setup or modify, such as setting time, date, passwords, warnings, etc. System Options Overview ..................................................7-2 Basic Options .....................................................................7-3 Setting the Time, Date, and Timeouts ..........................7-3 Changing Language.....................................................7-7 Adjusting the Contrast of the Display ................
7 • System Options System Options Overview System Options allow you to customize the machine for the way you run your mail and add security to those features that are sensitive to your organization. Because of the many settings available, the settings are categorized into "Basic" and "Advanced". The basic System Options are accessed by pressing Menu and selecting "Setup Options". You can then select your choice from the menu as shown below.
7 • System Options Basic Options Setting the Time, Date, and Timeouts You can change the system time/date, set the time/date to daylight saving time, change the time at which your system advances the date/time to the next day, and set the amount of time your system can remain inactive before reverting to the Normal Preset values. Setting the Time Sometimes, the time on the machine may need to be corrected due to internal drift.
7 • System Options Basic Options (cont'd) Setting Auto Date Advance Time Your system can automatically advance the date every day at a time you specify. The date advance time is factory set to 12:00 AM. If your mail is picked up at a certain time each day, you can set the system to advance the date after the mail pickup time. 1. 2. 3. 4. Press Menu. Select "Setup". Select "Time and Timeouts". Select "Time to Auto Date Advance Time".
7 • System Options Basic Options (cont'd) Setting the Normal Preset Timeout The Normal Preset is a pre-defined set of values (postage, ad, account and so on) that your machine display automatically returns to after a set period of time. You can set the amount of time the display takes before it reverts to the Normal Preset. 1. 2. 3. 4. Press Menu. Select "Setup". Select "Time and Timeouts". Select "Normal Preset Timeout". Normal Preset Timeout Enter Timeout 64 (1-240 minutes) ◄ Accept 5.
7 • System Options Basic Options (cont'd) Setting Daylight Saving Time 1. Press Menu. 2. Select "Setup". 3. Select "Time and Timeouts". 4. If necessary, press the green down arrow key to scroll through the menu screens. 5. Select "Daylight Savings". The display shows the current setting. Daylight Saving Current Time: 1:38 PM ◄ Daylight Saving : Enable 6.
7 • System Options Basic Options (cont'd) Changing Language The machine is capable of displaying all screens, operator prompts, and options in either English or Spanish (Español). English is the default language when the machine is initially powered up. To change the screens to Spanish (or back to English when Español is selected): 1. Press Menu. 2. Select "Setup". 3. Select "Language". 4. Select the desired language, English or Español Your system will return to the Home screen in the selected language.
7 • System Options Basic Options (cont'd) Setting Postage Limits (Funds Warnings) You can specify values so that when your postage funds drop below a certain level, or if you try to enter too much postage for a piece of mail, the system displays a warning. Setting the High Value Warning You can have the system warn you when you manually key in a postage value that is higher than a maximum amount that you specify. This feature prevents you from accidentally printing a postage value that's more than you need.
7 • System Options Basic Options (cont'd) Enabling, Changing or Disabling Lock Codes and Passwords Enabling the Lock Code The Lock Code prevents unauthorized access to your mailing system after the machine has entered sleep mode. 1. Press Menu. 2. Select "Setup". 3. If necessary, press the green down arrow key to scroll through the menu screens. 4. Select "Lock Code/Password". 5 Select "Enable Lock Code". Change Lock Code Enter New Lock Code ***_ ◄ Accept 5. Enter the new Lock Code and select "Accept". 6.
7 • System Options Basic Options (cont'd) Changing the Lock Code You can change the Lock Code if it has been enabled. 1. Press Menu. 2. Select "Setup". 3. If necessary, press the green down arrow key to scroll through the menu screens. 4. Select "Lock Code/Password". 5. Select "Change Lock Code". 6. When prompted, enter the current Lock Code and select "Accept". 7. Enter the new Lock Code, and select "Accept". 8. Re-enter the new Lock Code to confirm and select "Accept".
7 • System Options Basic Options (cont'd) Disabling the Supervisor Password You can disable the Supervisor Password if it has been enabled. 1. Press Menu. 2. Select "Setup". 3. If necessary, press the green down arrow key to scroll through the menu screens. 4. Select "Lock Code/Password". 5. Select "Disable Password". 6. When prompted, enter the current Supervisor Password and select "Accept". Changing the Supervisor Password You can change the Supervisor Password if it has been enabled. 1. Press Menu. 2.
7 • System Options Basic Options (cont'd) Configuring the Tape Button You can specify the action the system takes when the Tape button is pressed. 1. Press Menu. 2. Select "Setup". 3. If necessary, press the green down arrow key to scroll through the menu screens. 4. Select "Configure Tape Button". • If you always want to print one tape at a time, select "Always Print One Tape". • If you want to enter the number of tapes to print, select "Ask For Tape Quantity".
7 • System Options Basic Options (cont'd) Setting Up (USPS®) Confirmation Services 1. Press Menu. 2. Select "Setup". 3. If necessary, press the green down arrow key to scroll through the menu screens. 4. Select "Confirmation Service". The Display Following During Confirmation Records screen displays. Display Following During Confirmation Records ◄ Apply Labels ◄ Upload Records ◄ Print Receipt : ON : ON : ON Done [Enter] 5. Select an option to toggle between "ON" and "OFF".
7 • System Options Advanced Options Advanced Options allow you access to features that are used very infrequently such as meter withdrawal, etc. The Advanced Feature menu includes: • • • Meter Withdrawal (for withdrawing postage funds) Manage USPS Confirmation Delivery Records Run Install Mode Meter Withdrawal (Withdrawing Postage Funds) For a meter withdrawal, you need to move any remaining postage from your machine to your Postage By Phone® account.
7 • System Options Advanced Options (cont'd) Managing (USPS®) Confirmation Records 1. Press Menu. 2. If necessary, press the green down arrow key to scroll through the menu screens. 3. Select "Advanced Features". 4. Select "Confirmation Records". The Manage Confirmation Records screen displays. You have a choice to upload, view, delete or add records. i NOTE: If this is the first time you are adding records on the system, only the "Add Records" option will appear.
7 • System Options Advanced Options (cont'd) Managing (USPS) Confirmation Records (continued) 8. If you want to delete the record of an uploaded session, select "Delete Record". A. Select the record from the list provided that you want to delete. B. Select "Yes, Delete" at the confirmation prompt to delete. C. If you want to delete more records, select "Yes" at prompt. Otherwise, select "No." 9. If you want to add records, select "Add Records". The "Mail Must Be Rated Again" screen displays.
7 • System Options Advanced Options (cont'd) Running Install Mode Running “Install Mode” allows you to review, and change if desired, most of the values that were selected when the machine was first installed via the procedure in the Quick Install Guide. This option provides a convenient location to set several values all at once.
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8 • Standard Accounting Option DM300c DM400c This chapter explains how to take advantage of the standard accounting option of the system. Overview of Accounting Options.........................................8-2 Activating/Setting Up Standard Accounting Option ............8-4 Turning On Accounting .......................................................8-6 Turning Off Accounting .......................................................8-7 Turning On Account Passwords .......................................
8 • Standard Accounting Option Printing Account Reports ..................................................8-13 Printing to an Attached Printer ...................................8-13 Printing on an Envelope or Tape Strip .......................8-14 Clearing All Account Totals ...............................................8-16 Deleting Accounts .............................................................8-17 8-2 SV62261 Rev.
8 • Standard Accounting Option Overview of Accounting Options An accounting feature on a mailing system allows you to track your postage costs by categories. These categories can represent whatever makes sense to your organization - departments, people, locations, projects, etc. Tracking your mailing expenses by category allows you to manage and budget your postal costs in a more efficient manner.
8 • Standard Accounting Option Activating/Setting Up Standard Accounting Option Use the table below to step you through the process of setting up standard accounting (assuming you purchased it). The table covers the entire "life cycle" of an account, from creation to deletion. Step Action 1 Turn On Accounting Feature Description/Procedure Turns on the Standard Accounting feature. This is necessary to create accounts. 1. Press Menu. 2. Select "Setup". 3. Select "Turn Feature ON/OFF". 4.
8 • Standard Accounting Option Activating/Setting Up Standard Accounting Option (cont'd) Step Action Description/Procedure 4 Create Account Sets up your account name (and password if desired). See Creating New Accounts later in this chapter for procedure. 5 Maintain (Edit) Account Allows you to change the name and/or password of an account. See Editing Account Names and Passwords later in this chapter for procedure. 6 Select Account Allows you to choose the specific account for recording postage.
8 • Standard Accounting Option Turning On Accounting 1. Press Menu. 2. Select "Accounts". i NOTE: If the supervisor password is enabled, you will need to enter it to gain access to all of the accounting functions. 3. When prompted, select "Turn Accounting ON". •. If no accounts are present on the system, you will be notified that you need to have at least one account in order to use accounting. Select "Create an Account" to continue.
8 • Standard Accounting Option Turning On Account Passwords You can turn on the requirement for all operators to enter passwords when choosing an account. i NOTE 1: You need to set up a Supervisor password (see Chapter 7, System Options) before you can enable Account passwords. i NOTE 2: Turning on the account password feature forces you to select a new account, just in case your existing account uses a password. 1. Press Menu. 2. Select "Accounts". 3. Press the green down arrow key.
8 • Standard Accounting Option Turning Off Account Passwords You can turn off the requirement for all operators to enter passwords (if passwords are set up) when choosing an account . 1. Press Menu. 2. Select "Accounts". i NOTE: If the supervisor password is enabled, you will need to enter it to gain access to all of the accounting functions. 3. Press the green down arrow key. Accounts Accounts In Use: 0/25 ◄ Clear All Account Totals ◄ Turn Acct Password OFF ◄ Turn Accounting OFF 4.
8 • Standard Accounting Option Creating New Accounts You need to create an account before you can use the departmental accounting feature to track postage. 1. Press Menu. 2. Select "Accounts". Number of Accounts Created Accounts Accounts In Use: 0/25 ◄ Create New Account ◄ Delete Accounts Number of Accounts Available ◄ Edit Accounts ◄ View/Clear Account Totals i NOTE: If the supervisor password is enabled, you will need to enter it to gain access to all of the accounting functions. 3.
8 • Standard Accounting Option Editing Account Names and Passwords You can edit an account name and establish passwords for each account if you wish. 1. Press Menu. 2. Select "Accounts". i NOTE: If the supervisor password is enabled, you will need to enter it to gain access to all of the accounting functions. 3. Select "Edit Accounts". 4.
8 • Standard Accounting Option Selecting an Account to Track Postage You need to select an account to track postage when using Departmental Accounting. 1. From Home screen, press the selection key next to Account. The "Select Account" screen displays. Select Account Current: None 9 None ◄ Sales ◄ Engineering ◄ Marketing 0 1 2 3 (Use Keypad) 2. Press the down arrow key to see more choices (if lit). To select an account: A.
8 • Standard Accounting Option Displaying Account Totals You can view your account totals anytime using this option. 1. Press Menu. 2. Select "Accounts". i NOTE: If the supervisor password is enabled, you will need to enter it to gain access to all of the accounting functions. 3. Select "View/Clear Account Totals". 4. Select an account to view: • Key in the account number and press Enter, OR • Select the appropriate account from the list.
8 • Standard Accounting Option Printing Account Reports Your system allows you to print accounting reports for a specific account or all accounts, and also to print a list of accounts. The reports are accessed by pressing Menu and selecting "Reports". i NOTE: Some reports can be printed on an envelope or tape strip; others require an optional attached printer (laser).
8 • Standard Accounting Option Printing Account Reports (cont'd) Printing on an Envelope or Tape Strip 1. Press Menu. 2. Select "Reports". 3. Select the appropriate report from the list. You may need to press the down arrow key to view additional reports. i NOTE: If you have an attached printer, but want to print on • an envelope or tape strip, select "Mailing Machine" when prompted.
8 • Standard Accounting Option Printing Account Reports (cont'd) Account Report Single Accounts Report This report provides the postage amount and number of pieces applied against a single account. It must be printed on an envelope or tape strip. 0011989 JUN 05 09 4: 13P Account Name: SALES Acct Number: 1 Pieces: 5 Postage: 001.480 Accounts Summary Multi-Account Summary Report This report provides the postage amount and number of pieces applied to all of your accounts.
8 • Standard Accounting Option Clearing All Account Totals You can clear the postage totals on all accounts (for example, at the beginning of a new fiscal year) with this option. IMPORTANT: Make sure you really want to clear an account. Once you do, the account information is gone. 1. Press Menu. 2. Select "Accounts". i NOTE: If the supervisor password is enabled, you will need to enter it to gain access to all of the accounting functions. 3. Press the down arrow key and select "Clear All Account Totals".
8 • Standard Accounting Option Deleting Accounts You can delete an account from the system if necessary. IMPORTANT: Make sure your really want to delete an account. Once you do, the account information is gone. 1. Press Menu. 2. Select "Accounts". i NOTE: If the supervisor password is enabled, you will need to enter it to gain access to all of the accounting functions. 3. Select "Delete Accounts". 4.
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9 • Reports DM300c DM400c This chapter explains how to take advantage of the reporting capabilities of your system. Overview of Reports ...........................................................9-2 Last 5 Refills Report ...........................................................9-2 Funds Report ......................................................................9-3 Single Accounts Report ......................................................9-3 Multi-Account Summary Report.............................
9 • Reports Overview of Reports Your system allows you to print reports for funds usage, postage refills, postage tracked by account, and other valuable data. The reports are accessed by pressing Menu and selecting "Reports". i NOTE: Some reports can be printed on an envelope or tape strip; others require an optional attached printer (laser).
9 • Reports Last 5 Refills Report Last 5 Refills This report lists the last five postage refills. It must be printed on an envelope or tape strip. Date of Refill: MAR 05 07 Time: 4:32P Refill Amount: $025.000 Acct No.: 12345678 Meter No.: 0011989 Printed: JUN 05 09 Date of Refill – the date of refill Time – the time of refill Refill Amount – amount of refill Account No. – your Postage By Phone® system account number Meter No.
9 • Reports Single Accounts Report Account Report This report provides the postage amount and number of pieces applied to all of your accounts (if the Departmental Accounting feature is set up on your system). It must be printed on an envelope or tape strip. 0011989 JUN 05 09 4: 13P Account Name: SALES Acct Number: 1 Pieces: 5 Postage: 001.
9 • Reports System Setup Report The System Setup Report is an extensive report that gives you comprehensive information about your total mailing machine. The entire report must be printed on an attached printer.
9 • Reports Configuration Report This report lists configuration information about your machine and Postage By Phone® account. It is generally a report you will not have to access unless your Pitney Bowes Customer Service Representative requests that you print it out. Cfg Report PBP Serial #: PBP Account: 0011969 999999999 PSD Ser. #: 4C46000000007E4C Print Head #: Printer Ser.
9 • Reports Printing a Report The report printing options available to you will depend on the type of report you have selected. Printing to an Attached Printer 1. Press Menu. 2. Select "Reports". 3. Select the appropriate report from the list. You may need to press the green down arrow key to view additional reports. 4. When prompted, select "Attached Printer". 5. A message will appear indicating the report will be printed to the attached printer. Select "Return to Report Menu" to continue.
9 • Reports 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. 9-8 SV62261 Rev.
10 • Text Messages DM300c DM400c This chapter explains how to create text messages to print on envelopes. Text Messages Overview..................................................10-2 Text Message Specifications ............................................10-3 Postal Rules and Guidance ..............................................10-3 Envelope Guidance ..........................................................10-4 Creating a Text Message ..................................................
10 • Text Messages Text Messages Overview IMPORTANT: You should be familiar with the USPS regulations and standards relating to custom message printing and envelope usage for guidance concerning appropriate content, format, and other usage considerations. The Text Message feature enables you to enter text which can print directly on envelopes as they pass through the mailing system. Text messages can be saved in the memory of the system, and recalled whenever appropriate to print.
10 • Text Messages Text Messages Overview (cont'd) Text Message Specifications Sample: ACME Corp Finance Dept. Building 3 Floor 16 Aberdeen Parkway Charlotte NC 28255 • • • • • • • • • Print up to five lines of information. Print a maximum of 16 characters per line (including spaces). Fixed font (Lucida Console, 10 Point). UPPER CASE and lower case available. Special characters available (as shown on the keypad). Save up to five custom messages in memory.
10 • Text Messages Text Messages Overview (cont'd) Postal Rules and Guidance IMPORTANT: Any custom message printed by the system must follow USPS guidelines as published in the Domestic Mail Manual (DMM). A reference to proper standards can be found in P030, Section 9.8 Other Matter Printed by Postage Evidencing Systems.
10 • Text Messages Creating a Text Message 1. 2. 3. 4. Press the Menu key. Select “Text Messages.” Select “Create New Messages.” The system indicates that messages must comply with postal rules for ads. Select “Accept & Continue.” i NOTE: See Postal Rules and Guidance in this chapter for more information. 6. Use the keypad to type in a name for the text message, then select “Accept.” 7. Select “1” to access the first line of text.
10 • Text Messages Viewing/Editing a Text Message 1. 2. 3. 4. Press the Menu key. Select “Text Messages.” Select “View/Edit Messages.” Select a message to edit. If necessary, press the green down arrow key to view the next menu screen. View/Edit Messages Txt Msg: ACME Finance ◄ Acme Corp. Finance ◄ Dept. Building 3 ◄ Floor 16 ◄ Aberdeen Parkway Done [Enter] i NOTE: If you are only viewing the Text Message, press Enter to return to the Text Messages menu. 5. Select the line of text to edit.
10 • Text Messages Viewing/Editing a Text Message (cont'd) 6. Press the Backspace (back arrow) key on the keypad to delete the existing text entry, then type in new text. OR Select “Edit Options” to move the cursor within the text entry. Edit Line 2 Dept. Building 3| ◄ Move Cursor Left ◄ Move Cursor Right ◄ OK You can select “Move Cursor left” or “Move Cursor right” to position the cursor, then use the keypad to enter characters to replace the existing text. Select “OK” when done. 6.
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11 • Scale Options DM300c DM400c This chapter presents system settings you can setup or modify the optional weighing platform (scale). Scale Options Overview ...................................................11-2 Zeroing the Scale .............................................................11-3 Setting Weight Change Options .......................................11-3 Setting Class Change Options .........................................11-4 Turning Auto Scale On or Off..................................
11 • Scale Options Scale Options Overview i NOTE: Scale options are available only if you have purchased the optional weighing platform. There are several settings you can set with your weighing platform such as zeroing the weight on the weighing platform, turning the weighing platform on/off, viewing metric weights, and saving/changing class or ZIP settings when weight changes on your weighing platform. Scale Options are accessed by pressing the Weigh/Rate key.
11 • Scale Options Zeroing the Scale If you have set you machine to retain the weight from the previous package or mail piece, you will need to run this option to zero out the weighing platform. 1. Press Weigh/Rate. 2. Select "Zero the Scale". 3. The weighing platform will zero out the weight and return to the Home screen. Setting Weight Change Options You can set how the weighing platform reacts regarding the class of service or ZIP Code when the weight changes. 1. Press Weigh/Rate. 2.
11 • Scale Options Setting Class Change Options You can set how the weighing platform reacts regarding the ZIP Code when the class of service changes. 1. Press Weigh/Rate. 2. If necessary, press the green down arrow key to scroll through the menu screens. 3. Select "Change/Retain Destination". When New Class ◄ Retain ZIP/Zone : Yes Done [Enter] 4. Select "Retain ZIP/Zone". • Toggle "Yes" if you want the system to retain the ZIP Code when the class changes.
11 • Scale Options Turning Auto Scale On or Off Use the Auto Scale when you do not want the system to switch to Attached Scale mode when the weighing platform is touched. 1. Press Weigh/Rate. 2. If necessary, press the green down arrow key to scroll through the menu screens. 3. Select "Turn Rate Preview On/Off". • If the weighing platform is ON, you will be prompted to "Turn Auto Scale OFF" or "Keep it turned ON". Select the appropriate option.
11 • Scale Options Setting the Scale Location Code 1. Press Weigh/Rate. 2. If necessary, press the green down arrow key to scroll through the menu screens. 3. Select "Scale Location Code". Scale Location Code Enter Code: _ (1-31) ◄ Accept 4. Enter the location code (from 1 - 31). Refer to the Self Install Guide supplied with your system to determine the location code for your weighing platform/location. 5. Select "Accept".
11 • Scale Options Managing Intra BMC ZIP Code Groups (cont'd) Creating Intra BMC ZIP Code Groups Use this option to create Intra BMC ZIP Code groups. Acquire all postal ranges eligible for the discount rates, then follow the procedure below. 1. Press Weigh/Rate. 2. If necessary, press the green down arrow key to scroll through the menu screens. 3. Select "Manage BMC ZIPS". 4. Select "Create New Group". i NOTE: If you have never used this feature before, only "Create a new group" displays.
11 • Scale Options Managing Intra BMC ZIP Code Groups (cont'd) Creating Intra BMC ZIP Code Group (continued) 6. Select "Ending ZIP". a. Type in the first 3 digits of last ZIP. b. Select "Accept". Ending ZIP Enter First 3 Digits _ ◄ Accept 7. Select "Accept". You return to the Manage BMC ZIPS screen. Editing Intra BMC ZIP Code Groups Use this option to edit Intra BMC ZIP Code groups. Acquire all postal ranges eligible for the discount rates, then follow the procedure below. 1. Press Weigh/Rate. 2.
11 • Scale Options Managing Intra BMC ZIP Code Groups (cont'd) Editing Intra BMC ZIP Code Groups (continued) 6. Select "Beginning ZIP". a. Type in the first 3 digits of beginning ZIP. b. Select "Accept". Edit Intra BMC ZIP Group ◄ Beginning ZIP : 060 ◄ Ending ZIP : 067 7. Select "Ending ZIP". a. Type in the first 3 digits of last ZIP. b. Select "Accept". Beginning ZIP Enter First 3 Digits _ ◄ Accept 8. Select "Accept". You return to the Manage BMC ZIPS screen.
11 • Scale Options Managing Intra BMC ZIP Code Groups (cont'd) Deleting Intra BMC ZIP Code Groups Use this option to delete Intra BMC ZIP Code groups. IMPORTANT: Make sure your really want to delete a group. Once you do, the group cannot be retrieved. 1. Press Weigh/Rate. 2. If necessary, press the green down arrow key to scroll through the menu screens. 3. Select "Manage BMC ZIPS". 4. Select "Delete Group". Select Group To Delete ◄ 060 - 067 ◄ 056 - 059 ◄ 120 - 123 ◄ 010 - 034 5.
12 • Maintenance DM300c DM400c This chapter explains how to maintain your mailing system. Printing a $0.00 Meter Stamp ...........................................12-2 Messages Indicating Ink Cartridge Replacement .............12-2 Replacing the Ink Cartridge ..............................................12-3 Filling the Moistener (DM400c Only) ................................12-6 Filling the Moistener (DM300c Only) ................................12-7 Maintaining the Moistener ...........................
12 • Maintenance Printing a $0.00 Meter Stamp If you want to check the ink imprint (meter stamp) on your machine, you can generate a $0.00 meter stamp for this purpose. At the Home screen, simply press Zero, then Enter, and slide an envelope (or tape strip) through the machine. Messages Indicating Ink Cartridge Replacement i NOTE: We recommend that you keep a spare ink cartridge on hand at all times.
12 • Maintenance Replacing the Ink Cartridge 1. If you have received an ink warning, skip to step 2. You can navigate through the menus to perform the replacement procedure: A. Press Menu. B. If necessary, press the green down arrow key to scroll through the menu screens. C. Select "Maintenance". D. Select "Printer Maintenance". E. Select "Replace Ink Tank". 2. When prompted, open the ink access cover. A "Moving Ink Tank" message displays.
12 • Maintenance Replacing the Ink Cartridge (cont'd) 5. Remove tape on bottom of new ink cartridge. 6. Lower the ink cartridge into the cavity. The ridges on either side of the cartridge will slide into the grooves. Groove Ridge Ridge 7. Rotate guard back to closed position. 12-4 SV62261 Rev.
12 • Maintenance Replacing the Ink Cartridge (cont'd) 8. Close the ink access cover. The system automatically recognizes the new cartridge. 9. You are prompted to print a test pattern. • Select "Yes, Print Test Pattern" to print a test pattern. See Printing a Test Pattern in this chapter for more information. • Select "No" if you do not want to print a test pattern. You return to the Home screen. SV62261 Rev.
12 • Maintenance Filling the Moistener (DM400c Only) Refer to the following procedure to refill the moistener. 1. Check the moistener tank to see how much sealing solution is left. Feeder Access Cover Check Level Here 2. Open the feeder access cover and remove the moistener bottle. Moistener Bottle 3. Remove the moistener bottle cap and fill the moistener bottle with Pitney Bowes E-Z Seal® sealing solution.
12 • Maintenance Filling the Moistener (DM300c Only) Refer to the following procedure to refill the moistener. 1. Check the moistener tank to see how much sealing solution is left. Fill Here Check Level Here 2. Add enough Pitney Bowes E-Z Seal® sealing solution to bring the sealant level up to the bottom of the fill hole. We recommend E-Z Seal® because it helps keep your moistener clean and improves sealing efficiency. 3.
12 • Maintenance Maintaining the Moistener If you notice incomplete or poor sealing and the moistener tank is full, you may need to clean the moistener brush or wick. If seal quality doesn’t improve after cleaning, you can replace the stripper blade and brush assembly or wick as needed. See Chapter 14, Supplies and Options for instructions on ordering these supplies for your machine. Cleaning the Stripper Blade and Brush Assembly (DM400c) 1. Push up on the lever on the stripper blade and brush assembly. 2.
12 • Maintenance Maintaining the Moistener (cont'd) Cleaning the Shield and Wick (DM400c) 1. 2. 3. Open the feeder access cover and remove the moistener bottle. Leave the moistener bottle out until instructed to replace it. Remove the stripper blade and brush assembly. Pull the moistener tank straight out towards you. Gently lift the tank up and out. IMPORTANT: The moistener tank may be full of E-Z Seal® sealing solution.
12 • Maintenance Maintaining the Moistener (cont'd) Removing the Moistener (DM300c) 1. Push down on the blue release lever on the moistener. Release Lever 2. Pull the moistener straight out to the left. 1 es , 5432 n3 o2 ee J2T own ut SR Her 3. Open the hinged brush holder. 4. Grasp the bristles and slide the brush out of the hinged brush holder, toward the front of the moistener tank. 12-10 Brush Holder Brush SV62261 Rev.
12 • Maintenance Maintaining the Moistener (cont'd) Removing the Moistener (DM300c) (continued) 5. Clean the brush in plain water, and rinse thoroughly. 6. Position the brush as shown at right so its bottom edge is under the mounting tabs. 7. Slide the brush back toward 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 lever on the moistener. Release Lever 9.
12 • Maintenance Maintaining the Moistener (cont'd) Removing the Shield and Wick (DM300c) 1. Pull up and remove the shield and wick from the moistener. 2. Separate the wick from the shield. Clean the wick in plain water, and rinse thoroughly. Shield Wick i NOTE: Replace the wick and shield if they cannot be cleaned thoroughly. 3. Place the wick back into the shield. 4. Push the wick and shield back into moistener. 5. Reinstall the moistener. Push down on the blue release lever on the moistener.
12 • Maintenance Printer Maintenance The system has several replacement procedures and tests that let you replace the ink cartridge and/or print head, check print performance and help you determine printing problems. These tests and procedures are accessible by pressing Menu, pressing the down arrow key, and selecting "Maintenance", then "Printer Maintenance". Printing a Test Pattern The test print allows you to print a test pattern to see if the print head is functioning properly. 1. Press Menu. 2.
12 • Maintenance Printer Maintenance (cont'd) Cleaning the Printer Nozzle This option allows you to purge the print heads in an effort to fix a printing problem 1. Press Menu. 2. If necessary, press the green down arrow key to scroll through the menu screens. 3. Select "Maintenance". 4. Select "Printer Maintenance". 5. Select "Clean Printer Nozzle". 6. You have a choice of four purges to use.
12 • Maintenance Printer Maintenance (cont'd) Replacing the Print Head Follow the steps below to change in print head on your system. 1. Navigate through the menus to perform the replacement procedure: A. Press Menu. B. If necessary, press the green down arrow key to scroll through the menu screens. C. Select "Maintenance". D. Select "Printer Maintenance". E. Select "Replace Print Head". 2. Remove the ink cartridge. Refer to steps 2-4 in Replacing the Ink Cartridge in this chapter for more information. 3.
12 • Maintenance Printer Maintenance (cont'd) Replacing the Print Head (continued) 4. Pull up and remove the black cap on the new print head (if present). Also remove the protective tape from the bottom. 5. Squeeze the two gray tabs on either side of the new print head and slightly angle the print head while sliding it back into its holder. 6. Push the print head back into place. You should hear a click when it is seated correctly. CL IC K! 7. Replace the ink cartridge.
13 • Troubleshooting DM300c DM400c This chapter explains how to troubleshoot your mailing system. Getting Help......................................................................13-2 Messages on the LCD Display .........................................13-2 Blank Display ....................................................................13-2 Display Difficult to Read ...................................................13-3 Printing Problems .............................................................
13 • Troubleshooting Getting Help There may be times when you need help to solve a problem, or you may want more information about how your mailing system works. Pitney Bowes provides several information resources. See page v for our web and phone support information. Before you contact us, please read the troubleshooting information in this chapter. In many cases, it can help you resolve the problem. Also, you can often restore normal operation by just turning Off and On your system.
13 • Troubleshooting Display Difficult to Read The display contrast may need adjustment. 1. 2. 3. 4. Press Menu. Select "Setup". Select "Display Contrast". Select "Increase Contrast" or "Decrease Contrast" to change the contrast level as necessary. The default is 6 lines (shown below). Display Contrast -llllll ◄ Increase Contrast + ◄ Decrease Contrast ◄ Accept 5. Select "Accept" to return to Setup menu.
13 • Troubleshooting Feeding Problems (stalled envelopes) To clear a stalled envelope in the printer area: 1. Move printer clearance lever (DM400c) or clearance lever (DM300c) to the "released" position (to the right). 2. Carefully pull envelope out towards the right. 3. Make sure printer deck is clear of paper fragments. 4. Lift the printer clearance lever (DM400c) or clearance lever (DM300c) up and turn to the "home" position (counterclockwise).
13 • Troubleshooting Feeding Problems (stalled envelopes) (cont'd) To clear a stalled envelope in the feeder area (DM400c only): 1. Open the feeder cover and lift the feeder clearance lever to remove mail under the feeder rollers. 1 Feeder Cover 2 Lift the blue feeder clearance lever 2. If necessary, remove the moistener assembly to access to mail between the feeder and the printer area. 2 1 1 IMPORTANT: Do not remove mail without lifting the blue clearance lever. SV62261 Rev.
13 • Troubleshooting Moistening Problems (envelopes don't seal) Symptom Solution Incorrect feeding (DM300c only) Make sure you slide the envelope flap under the blue edge of the moistener. If you don't, the moistener can't wet the flap. Low sealant level Check the sealant level in the moistener tank. If the sealant level is low, add E-Z Seal® solution until it reaches the bottom of the fill hole. See the instructions in Chapter 12, Maintenance. Dry moistener brush Try wetting the moistener brush.
13 • Troubleshooting Problems Connecting to Data Center via LAN Network Symptom Solution Machine may not be connected to LAN Internet Connection • Make sure you've connected your machine to a working LAN Internet connection. Contact your network administrator if you suspect issues with your LAN network. • Make sure the LAN internet cable USB Internet adapter connectors are firmly seated in their receptacles • Make sure the adapter lights are lit to show an active connection.
13 • Troubleshooting Problems Connecting to the Data Center via the PC You 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. You can access www.pb.com using Internet Explorer but PC Meter Connect™ software cannot detect the internet. 1. Right click on the PC Meter Connect™ tray icon and select "Internet Settings...". Select "Internet Settings..." 2.
13 • Troubleshooting Problems Connecting to the Data Center via the PC (cont'd) You can access www.pb.com using Internet Explorer but PC Meter Connect™ software cannot detect the internet (continued) Solution B - Enter your own network's Proxy Address and Authentication 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 administrator (see screen below). Click OK.
13 • Troubleshooting Problems Refilling Postage via the PC You can access www.pb.com using Internet Explorer but you are having problems refilling postage into the meter (meter errors may display) 1. Right click on the PC Meter Connect™ tray icon and select "Internet Settings". Select "Internet Settings..." Right Click on Tray Icon 2. At the Internet Settings configuration screen, choose "Non-Chunked" for HTTP Transfer Encoding Method (see screen below) and click OK.
13 • Troubleshooting Problems Connecting to the Data Center via Analog Line Symptom Solution Improper phone line or phone line not connected to meter • Make sure you've connected your meter to a dedicated analog phone line (the same type you connect your home phone to). If you are using a DSL line, you should use a DSL filter obtained from your DSL provider. • Verify that the phone line has a dial tone. • Make sure the phone line connectors are firmly seated in their receptacles.
13 • Troubleshooting 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 machine before inserting the mail piece or tape strip, and that you do not let the ink level get too low. We recommend you always keep a spare ink cartridge on hand just for this reason.
14 • Supplies and Options DM300c DM400c This chapter explains how to order supplies and accessories for your digital mailing system. It also tells you a little about optional equipment that can help you get the most value from your Pitney Bowes equipment. Supplies and Accessories ................................................14-2 Options .............................................................................14-3 Weighing Platform ......................................................
14 • Supplies and Options Supplies and Accessories Contact the Pitney Bowes Supply Line™ or visit the Pitney Bowes web site to order supplies and accessories. Refer to the Contact Information List at the front of this guide for more information.
14 • Supplies and Options Options (cont'd) Moistener (optional for DM300c, standard on DM400c) The moistener applies sealing fluid to the envelope flap. You can seal envelopes or leave them unsealed, depending on how you feed them. See Chapter 3, Running Mail for details. Postal Inscriptions/Advertisements Your system comes pre-loaded with ten envelope advertisements and ten postal inscriptions*.
14 • Supplies and Options 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. 14-4 SV62261 Rev.
Appendix A • Specifications Equipment Specifications Size (including weighing platform) DM300c 12.3" (312 mm) H x 19.7" (500 mm) W x 17.5" (444.5 mm) D DM400c 12.3" (312 mm) H x 33" (840 mm) W x 17.5" (444.5 mm) D Weight DM300c 18.7 lbs. (8.5 kg) DM400c 28.7 lbs. (13 kg) Power Requirements 100-240 VAC, 50/60Hz. 1.0A Communications Ports 2 USB Host, 1 USB Slave; 1 RJ-11, 1 Serial Operating Temperature 40°F (4°C) to 107°F (43°C) LCD Display Size 3.5 x 1.
Appendix A • Specifications Material Specifications (see also figure below) Envelope Size Minimum: 3.5 x 5" (88.9 x 127 mm) Maximum: 13 x 15" (330 x 381 mm) Envelope Flap Depth 3" (72.2 mm) Envelope Thickness Minimum: .02" (0.20 mm) Maximum (DM300c): 3/8" (9.5 mm) Maximum (DM400c): 5/16" (8 mm) Stack Height for Mail 3" (76.2 mm) (This is the height of the right wall of the stacker tray.) Envelope Weight Minimum: .035 oz. (1 g) Maximum: 16 oz. (450 g) Tape Size Minimum: 1.75 x 4" (44.
Appendix B • 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 number of mail pieces processed for each account. The total number of accounts available on your machine depends on the option purchased. Advertisement, Envelope—An advertising message that appears next to the machine's meter stamp. You can choose from an array of standard and custom ads.
Appendix B • Glossary Lock Code—A four-digit code that can be set up which acts as a password 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 (machine stamp or indicia). Depending on your settings, it may include: • • The indicia (includes the postage amount, date, ZIP code, etc.
Index A About Your Digital Mailing System 1-3 Accidentally Printing the Wrong Postage 13-12 Accounting Account List Report 8-15, 9-4 Account Totals, Clearing All 8-16 Activating/Setting Up Standard Accounting Option 8-4 Creating New 8-9 Deleting Accounts 8-17 Editing Accounts 8-10 Overview of Activating and Setting Up Accounts 8-4 Overview of Available Options 8-3 Turning Feature Off 8-6 Turning Feature On 8-6 Accounting Feature Overview of Activating and Setting Up Accounts x Adding/Removing Envelope Ad to
Index LAN Network (Constant Connection) 6-6 Overview ix, 6-2 PC Meter Connect™ ix, 6-7 Configuration Report 9-6 Configuring the Tape Button 7-12 Confirmation Services (USPS) Purchasing 14-3 C Confirmation Services Records (USPS) Changing Adding 7-15 Changing Language 7-7 Confi rmation Services Report Changing the Lock Code 7-10 9-6 Changing the Supervisor Deleting 7-15 Password 7-11 Uploading 7-15 Checking Viewing 7-15 Checking Funds (Postage) Constant Connection (LAN Availability in Machine 3-2, Network) 1
Index Data Center, Problems Connecting via Analog Line xii via the PC xii Date Omitting/Restoring on Meter Stamp viii, 4-7 Printing Incoming Date on Mail viii, 4-6 Day Omitting/Restoring on Meter Stamp viii, 4-7 Daylight Savings Time Setting 7-6 Default Settings Glossary Entry B-1 Defining Defining Custom Presets 5-6 Defining New Values for the Normal Preset 5-3 Deleting Deleting Accounts 8-17 Deleting a Custom Preset 5-9 Deleting a Text Message 10-7 Deleting Intra BMC ZIP Code Groups 11-10 Departmental Acc
Index Enabling Enabling, Changing or Disabling Lock Codes and Passwords 7-9 Enabling the Lock Code 7-9 Enabling the Supervisor Password 7-10 Entering Weight Manually 3-4 Enter Key 2-7 Envelope Ad, Using and Downloading viii Envelopes Envelope Ad, Using and Downloading 4-9 Envelope Ads/Postal Inscriptions 6-3 Feeding Problems 13-4 To clear a stalled envelope in the feeder area (DM400c only) 13-5 To clear a stalled envelope in the printer area: 13-4 Equipment Specifications A-1 Error Report 9-5 Establishing C
Index Inspection (Postal) B-1 IntelliLink™ 1-5 Intra BMC ZIP Code Groups 11-6 K Keying In the Postage Directly 3-4 L LAN (Local Area Network) B-1 Last 5 Refills Report 9-3 LED Location DM300c 2-5 DM400c 2-5 Lock/Power Key 2-6 Lock Code Changing 7-10 Disabling 7-9 Enabling 7-9 Low Funds Warning, Setting the 7-8 Low Ink, Message 12-2 M Managing Managing (USPS®) Confirmation Records 7-15 Managing Intra BMC ZIP Code Groups 11-6 Manually Changing Printed Date for the Meter Stamp 4-4 Feeding Envelopes (DM300c)
Index Overview of Accounting Options 8-3 of book 1-2 of Reports 9-2 Overwriting (Save New Settings for) a Custom Preset 5-8 P Parts of the Machine DM300c 2-2 DM400c 2-4 Password, Supervisor Changing supervisor 7-11 Disabling supervisor 7-11 Enabling supervisor 7-10 Passwords, Accounting Account, Turning Off 8-8 Account, Turning On 8-7 PC Meter Connect™ Establish Communications 6-7 Establishing Communincations to Data Center ix Requirements 1-6 Phone Jack, Analog Line 2-8 Postage Adding funds (postage) to y
Index Printing a Funds (Postage) Report 6-14 Printing a Report 9-7 Printing a Single Tape Strip 3-8 Printing a Test Pattern 12-13 Printing Indicia Adjusting Position on Envelope 4-7 Printing Multiple Tape Strips 3-8 Printing on an Envelope or Tape Strip 8-14, 9-7 Printing Options Overview 4-2 Printing Problems 13-3 Printing the Batch Count 3-14 Printing the Date and Time, Ad or Text (no meter stamp) 4-6 Printing the Date on Incoming Mail 4-6 Printing to an Optional Attached Printer (Laser) 8-13, 9-7 Test Pa
Index Printing a Report 9-7 Single Accounts Report 9-4 Software Version Report 9-6 System Setup Report 9-5 Requirements PC Meter Connect™ 1-6 Postal, for Your Machine 1-4 Running Install Mode 7-17 S Safety, Telephone 1-9 Safety Notes 1-7 Scale Options Managing Intra BMC ZIPs 11-6 Overview 11-2 Setting Class Change Options 11-4 Setting Location Code 11-6 Setting Weight Change Options 11-3 Turning Auto Scale ON/OFF 11-5 Zeroing the Scale 11-3 Screen Selection Keys 2-6 Seal/No Seal Lever, DM400c 2-5 Sealing E
Index Supervisor Password.
1 Elmcroft Road Stamford, Connecticut 06926-0700 www.pitneybowes.com For Service or Supplies PB Form SV62261 Rev. A 4/09 © 2009 Pitney Bowes Inc.