Pitney Bowes DM525, DM575 Defining Custom Preset Values

5 • Mailing System Setup

5-24 SV62201 Rev. C

Defining Custom

Preset Values When creating a custom preset, the mailing system will prompt you to

select a class of mail if you are using Key In Postage mode. Selecting a

class will ensure your preset values are updated automatically when post-

age rates change.

1. Enter the values for the mail job (for example, the weighing mode, the

postage value, class and carrier etc.) that correspond to the values you

want to be able to call up in the future by selecting a custom preset key.

For example, you may want to define a set of conditions so that the

envelopes are sealed only (no postage applied).

2. Press the Custom Presets key.

3. Press the right arrow key.

4. Select Store Current Setting to Preset.

5. A list of presets, starting with “0 Normal” appears. Select one of the pre-

sets that has not been defined yet. These presets are named “Avail-

able”. To change an existing preset, refer to “Editing Custom Preset

Values” in this section.

If you selected the Key in Postage mode, the system prompts you to

choose a class for the preset. Choosing a class ensures that your pre-

set values are automatically updated when the postage rates change.

• To choose a class, press the Select Class screen key and follow

the prompts to select weighing and class options. Once you make

the selections, the system returns to the Main screen. Return to

step 2 to set the custom preset.

• To continue without selecting a class, press the down arrow.

6. The system prompts you to “Enter New Preset Name”. Type in the

name using the alphanumeric keys.

7. Press the Enter key. The "View Preset" screen appears and displays

all of the values you defined in this session.

8. To use these values in the future, simply press the Custom Presets

Key and select the screen key corresponding to this preset name.

9. Press the Enter key to return to the main screen.

NOTE: You can elect to save the custom preset without a selecting a class, but

your preset values will not update automatically when postage rates change.

NOTE: Proceed as if you were actually running a job. Select the mode and

class and service etc. By doing this, you are entering the values that you

will use for the normal preset. Refer to Chapter 4, Running Mail in this guide

for more information on selecting mode and class.

Contents

Main Page Page Alerting Messages FCC Compliance FCC Compliance of Modem Page Table of Contents Page Pitney Bowes Contact Information List Page Page Whats in this Guide Other Information What You Need to Know USPS Requirements Safety Requirements Page Page Important Information About Powering Your DM Series Digital Mailing System Off NONO YES ON OFF Page Introducing the DM Series Mailing System Features and Benefits Control Center Postage Meter Easy-to-Use IntelliLink COMPLIANTCOMPLIANT Parts of the Mailing System Mailing System Exterior Page Connectors on the Back of the Mailing System Base Mailing System Interior Interior of the Mailing System with Optional WOW (Under the WOW Cover) Interior of the Mailing System (Under thePrint Cover) The IntelliLink Control Center Page Page Connectors on the Back of the IntelliLink Control Center Page 3 Mail in a Minute Mail in a Minute Preparing Your Mail Running the Mail 3 Mail in a Minute Printing Postage Tapes 4 Running Mail Navigating Hints Applying Postage and Running Mail Determining the Correct Postage Mode Feeding Mail or Printing Tape? Chart B - Postage Tape Mode Chart C - Mail Modes with NO Postage Preparing Your Mai l About Running Mail Page Tips on Feeding Mail About Printing Postage Tapes Selecting the Postage Mode and Running the Mail Mode Selection: Reduced Speed Mode Mode Selection: Key in Postage Mode Selection: WOW - Weigh- On-The-Way Mode Selection: Weigh First Piece Mode Selection: Differential Weighing Mode Selection: Manual Weight Entry Mode Selection: Attached Scale Mode Selection: Seal Only Mode Selection: Time and Date Stamping Selecting or Deselecting an Account Selecting an Account Deselecting an Account Selecting the Class, Carrier, Special Services or Options Selecting ZIP Codes and Zones Selecting a Country Selecting a Smart Class Selecting the Meter Stamp Options Meter Stamp Options: Date Meter Stamp Options: Advertisement Meter Stamp Options Page Using Electronic Confirmation Services Overview Using Confirmation Services Before Printing Postage Adding Confirmation Services After Printing Postage DM525 and DM575 Series Digital Mailing System Operating Guide Editing, Deleting or Sending Confirmation Services Records Using Electronic Return Receipt (ERR) Page Page Page Using ERR with a Customer Reference Number Off-Line Electronic Return Receipt (ERR) Adding Postage or Changing the Date Clearing the Batch Count 5 Mailing System Setup Navigating Hints Overview of Mailing System Set Up Page Setting the Date and Time of Day Setting Up a Supervisor Password Creating a Supervisor Password Password Protecting an Operation Setting Up a Lock Code Setting Up the Scale and Selecting Rates WOW Weight Limit WOW Start Key Scale/Rates: Autoscale Page Scale/Rates: Destination if New Piece Scale/Rates: ZIP/Zone Prompt Scale/Rates: Destination if New Class Scale/Rates: Discount Code BMC Intra ZIP Zone 0 Add ZIPs to Scale/Rates: Confirm Svc Barcode Prompt Scale/Rates: Smart Classes Page Page Scale/Rates: Auto Rate Large Envelope Setting Up Postage By Phone Meter Payment Phone/Network Set Up: PBP Account # 7 Phone/Network Set Up: Dialing Prefix Phone/Network Set Up: PB Phone # Page Phone/Network Set Up: Use LAN Firewall Settings Phone/Network Set Up: Network Settings Phone/Network Set Up: Remote PC Refill Configuring High/Low Funds Warning Setting the Low Funds Warning Value Setting the High Value Warning for Key In Postage Configuring Low Ink Warning Configuring System Timeouts Timeouts: Display Sleep 10 Timeouts: System Sleep Timeouts Timeouts: Normal Preset Timer Timeouts: Feeding Timeout Timeouts: Waiting for Env Timeouts: Transaction Timeout Defining Presets Defining Normal Preset Values Defining Custom Preset Values Store Advance Date in a Custom Preset Editing Custom Preset Values Viewing, Renaming, or Deleting Presets Creating Custom Messages Page Page Page Configuring the Optional Barcode Scanner Setting the Default Scan Type Adding Barcode Prefixes Combining Barcodes Setting Auto-Enter 6 Adding Postage 6 Adding Postage Postage By Phone Meter Payment Your Postage Meter Connection Alternatives - Review USPS Rekey Requirements 6 Adding Postage Managing Your Postage Funds Connecting Your Postage Meter to a LAN Connecting Your Postage Meter to an Analog Phone Line Connecting Your Control Center to a Remote Analog Line Page Adding Postage Postage Pass - Automated Postage Refill Page 7 INVIEW Accounting Navigating Hints Overview of Accounting Before You Begin Using the INVIEW Accounting Setup Procedures Setting Up the Mailing System for INVIEW Setting the Accounting Period Page Setting Up a Global Surcharge or Discount Selecting an Accounting Type Setting the INVIEW Accounting Owner Page Reporting Options Clearing Account Data Setting Up Operators Enabling Operators Enabling Operator Passwords Creating Operators Setting Operator Auto Log Off Deleting Operators Viewing and Editing Operators Working with INVIEW Accounts INVIEW Accounting Account Structure Creating an Account Creating an Subaccount or Subsubaccount Viewing or Editing an Deleting an Account Running Mail Selecting an Account in Time Date Stamping Mode Selecting an Account in Seal Only Mode Entering a Batch Surcharge Selecting a Job ID Transaction Options Entering Manual Transaction Viewing the Transaction Log Transferring Transaction Data Clearing the Transaction Log Page Printing Transaction Receipts INVIEW Accounting Reports Printing Reports Report Printing Queue Report Macros Page Custom Reports Page Transaction Log Report SV62201 Rev. C 7-29 Weight Break Account/Class Weight Break Carrier/Class 7-30 SV62201 Rev. C Weight Break Job ID/Class Account Summary Report SV62201 Rev. C 7-31 Quick Profile Report settings. Accounting Setup Report 7-32 SV62201 Rev. C Account List Report Account Speed Code List Report Operator List Report Resync with Host PC 8 Reports Introduction Viewing a Report Printing a Report Report Print Queue Single Account Report Multi-Account Summary Internal Printer Version External Printer Version Last Five Refills Report USPS Confirmation Services Report (System Printer Required) Account List Report (External Printer Required) Funds Report System Set Up Report Error Report Job Report 8-12 SV62201 Rev. C Data Capture Report (Non-US Use Only) This report displays only on the screen. Use the up and down arrow keys to Electronic Return Receipt Installed/ Pending Rates Page Page 9 Maintaining and Updating Items to Keep On Hand Cleaning the Exterior Tape Maintenance Tape is still on roll Tape has run out E-Z Seal Sealing Solution Maintenance Moistener Maintenance Page Page Page Page Page Printer Maintenance Printing a Test Pattern Cleaning the Printer Nozzle Replacing the Ink Cartridge Page Changing the Printhead Page Page Changing the Wiper Blade Assembly Performing Updates or Adding Features Page 10 Troubleshooting How to Troubleshoot your Mailing Ink Waste Full Tray Warning Envelope Sealing Problems Page Page Page Page Tape Feeding Problems Printing Problems Postage Refill Problems Display Problems 3. Page Weighing Problems Page Page Page 12 Specifications Specifications Electrical and Operating Conditions Dimensions and Weight Capacities and Features NOTE: 12 Specifications Accounting Features Mailing Materials Page Page Page Page A Glossary