Apex Instruments Onboarding guide, Northlight Group edition 2026.10

What we need from you

Prepared forNorthlight GroupAll network locations

Give us the items on the next three pages once for each Northlight Group location, and every Meridian order after that moves through our floor without a single clarifying email. That is the whole promise. This guide tells you what to gather, what to attach to each order, and exactly when you will hear from us.

01Before your first orderAccount, shipping, and compliance items to settle oncePage 2
02What to send with each orderThe five items every order carries, and the mistakes that slow it downPage 3
03How we get back to youConfirmations, turnaround windows, who to call, and a tear-off referencePage 4
Your account managerJordan Vale, (555) 010-0104
jvale@apexinstruments.example
Orders deskorders@apexinstruments.example
(555) 010-0100, option 1
Portalapexinstruments.example/portal
Available every day, all hours
Apex Instruments01  Before your first order

Settle these once, before your first order

Most of this takes an afternoon. Tick each box as you go, then bring the sheet to your kickoff call and we will confirm everything against your account.

Account

Who can order, who gets invoiced, and who we should call when something needs a decision.

Shipping

Where units go, who receives them, and how you want returns handled.

Compliance

The paperwork that lets us ship, calibrate, and service instruments at your site.

Tip

Send everything in one message to onboarding@apexinstruments.example. Avery Kellen's team confirms receipt the same business day and flags anything still missing, so you never have to guess whether you are ready to order.

Apex Instruments, 400 Meridian Way, Suite 200, Tampa, FL 33602Page 2 of 4
Apex Instruments02  What to send with each order

What to send with each order

Five items travel with every order. When all five arrive together, the order is released to the floor the same day. When one is missing, it waits in a queue until someone tracks it down.

ItemWhy we need itFormatWho provides it
Purchase order or portal order numberIt is the key we use to match your order, invoice, and shipment. Without it, finance holds the order.PO-XXXX or AP-XXXXXXYour purchasing contact
Product and configurationMeridian Bench, Pro, and Field Kit each have voltage, mounting, and probe options. Guessing costs a rebuild.Portal picker or order formRequester
Ship-to location and receiving contactMulti-site partners often have one billing address and many delivery addresses. We ship to the one on the order, not the one on file.Location ID or full addressRequester
Requested delivery date and priorityStandard is 5 business days, priority is 2. Telling us the real need date lets us pick the cheapest route that still lands on time.Date + Standard / PriorityRequester
Service add-onsCalibration, an Atlas Care plan, or training are scheduled at order time so a technician is booked before the unit ships.Tick list on the orderRequester or account manager
Special instructions (only when needed)Dock restrictions, delivery windows, labelling for internal asset tags, anything the driver or technician should know.Notes field, plain textAnyone on the order

Common mistakes that add days to an order

Prices and turnaround effective October 1, 2026Page 3 of 4
Apex Instruments03  How we get back to you

How we get back to you

You should never have to ask where an order is. Three messages arrive on every order, and the portal shows the same status in real time.

1

Receipt, within 2 hours

An email confirming we have the order, with the Apex order number and anything missing from the five items.

2

Release, same business day

Confirmation that the order is on the floor, the build date, and the technician booked for any add-on.

3

Shipment, when it leaves

Carrier, tracking number, and the delivery window. Service visits get a separate calendar invite.

Turnaround windows

Standard order5 business days
Priority order2 business days
Calibration, in our lab3 business days
On-site training, schedulingWithin 10 business days
Service request acknowledgement1 business hour
Loaner unit, Atlas Care PlusShips next business day

Business days are Monday to Friday, 8am to 6pm Eastern, excluding US federal holidays.

Who to contact

JV
Jordan Vale, Account ManagerPricing, agreements, new locations. (555) 010-0104
AK
Avery Kellen, Customer Success LeadOnboarding, portal access, training. (555) 010-0106
MR
Morgan Reyes, Operations LeadOrder status escalations, shipping. (555) 010-0108
SD
Service deskRepairs, calibration, loaners. (555) 010-0100, option 2

Tear off and keep by the phone

Apex Instruments

Quick reference for ordering Meridian instruments and Atlas service.

Place an orderorders@apexinstruments.example

or apexinstruments.example/portal

Call us(555) 010-0100

Option 1 orders, option 2 service

Turnaround5 days standard

2 days priority, 3 days calibration

apexinstruments.examplePage 4 of 4