Everything else in the portal is a variation on these five. Each has its own page in this guide, with a screen sketch and numbered steps.
Pick a Meridian product, a location, a date, and any service add-ons. Orders › New order
Page 2See every open order, its stage, and the carrier tracking link. Orders › All orders
Page 3Log a fault against a serial number, set urgency, and ask for a loaner. Service › New request
Page 4Invite colleagues, set their role, and keep ship-to addresses current. Settings › Users, Locations
Page 5Fix the common sign-in and ordering snags yourself, or reach a person fast. Help › Support
Page 6A complete order takes about three minutes. The portal will not let you submit until the five required items are filled, so nothing waits in a hold queue later.
Screen sketch, not an actual screenshot. Layout matches portal release 4.2.
Orders is the second item in the left menu. The New order button sits at the top right of the list.
Choose Bench, Pro, or Field Kit. The configuration chips fill with your location defaults; change any that differ for this order.
Pick a location from your list. Standard delivers in 5 business days, Priority in 2. The date you enter drives the route we choose.
Tick calibration, an Atlas plan, or training now so a technician is booked before the unit ships.
The PO field is required if your account uses them. You will see an Apex order number on screen and by email within 2 hours.
Every order moves through five stages. The list view shows the stage for all open orders at once; opening an order shows the full timeline and the carrier link.
Screen sketch, not an actual screenshot. Layout matches portal release 4.2.
Open shows everything not yet delivered. Narrow by location, or search by Apex order number or your own PO.
Received, Released, Built, Shipped, Delivered. A solid chip means the stage is current; an outlined chip means it is pending.
The timeline shows the date each stage was reached, the technician booked for add-ons, and the carrier tracking number once shipped.
Notify me sends an email or text at each stage change. Set it once per order, or for all orders under Settings.
Log a fault against a unit's serial number and the service desk acknowledges within one business hour. Atlas Care Plus accounts can ask for a loaner in the same request.
Screen sketch, not an actual screenshot. Layout matches portal release 4.2.
Type the serial from the plate on the back of the unit. The portal fills the model, location, and warranty or Atlas plan status.
Low means the unit still works. Unit down means it does not. Safety means someone could be hurt; that one also pages the on-call lead.
Tick every box that applies, then add two or three sentences: what you saw, when it began, what you tried.
Atlas Care Plus ships a loaner next business day. Prepaid label is the default; use your own carrier only if your site requires it.
Tickets look like SR-30412. Quote it when you call the service desk at (555) 010-0100, option 2.
Administrators keep the portal tidy from one Settings screen. Users get a role; locations get a receiving contact; each user is assigned to the locations they may order for.
Screen sketch, not an actual screenshot. Layout matches portal release 4.2.
Enter a work email. The invitation lasts 7 days. Up to 25 users per location; ask Avery Kellen's team if you need more.
Admin manages users and locations. Requester places orders and service requests. Viewer can see status but change nothing.
Each location needs a full address, receiving hours, and a receiving contact. Our carrier calls that contact before delivering.
A Requester only sees the locations ticked here. This is how multi-site partners keep orders from landing at the wrong building.
Most snags have a thirty-second fix. Try the matching line below first; if it does not clear, a person is one call away during business hours.
Check spam for portal@apexinstruments.example. Still nothing after 10 minutes? Your administrator can resend from Settings, Users, or call Avery Kellen's team.
Codes go to the mobile number on your profile. Wait 60 seconds before requesting another. If the number is wrong, an Admin can correct it.
One of the five required items is empty: product, configuration, ship-to, need-by date, or PO. The missing field is outlined in amber.
You are not assigned to it. Ask an Admin to tick the location under your user profile. It appears within a minute.
Something on the order needs clarifying. Open it and read the banner, or call the orders desk with the AP number.
Serials start with MB, MP, or MF followed by four digits, a dash, and four more. If the unit was bought before your portal account existed, the service desk can attach it.
Orders can be edited until they reach Released. After that, call the orders desk; changes may reset the turnaround clock.
The portal supports current versions of Chrome, Edge, Safari, and Firefox. Clear the cache or try a private window before calling.
orders@apexinstruments.example. Order changes, PO questions, delivery windows.
service@apexinstruments.example. Faults, loaners, calibration bookings.
(555) 010-0106, akellen@apexinstruments.example. Invitations, roles, training sessions.
Unit down and Safety requests submitted through the portal page the on-call lead outside these hours.