Apex InstrumentsPartner Portal wall card, release 4.2
The five things you will do in the portal
Pin this by the workstation. Sign in at apexinstruments.example/portal.
1Place an order
Orders › New order
- Pick Meridian Bench, Pro, or Field Kit and check the configuration chips.
- Choose the ship-to location, the need-by date, and Standard (5 days) or Priority (2 days).
- Tick calibration, Atlas Care, or training now, enter the PO, submit.
2Track status
Orders › All orders
- Stages run Received, Released, Built, Shipped, Delivered.
- Open an order for the timeline and carrier tracking number.
- Press Notify me to get an email or text at every stage change.
3Request service
Service › New request
- Enter the serial from the plate on the back of the unit.
- Set urgency: Low, Unit down, or Safety. Tick symptoms, describe the fault.
- Atlas Care Plus: request a loaner. Keep the SR ticket number.
4Manage users and locations
Settings › Users, Locations
- Invite by work email; roles are Admin, Requester, Viewer.
- Every location needs an address, receiving hours, and a receiving contact.
- Assign each user to the locations they may order for.
5Get help
Help › Support
- Greyed-out Submit means a required field is empty; look for the amber outline.
- Missing invitation or sign-in code: check spam, wait 60 seconds, then ask an Admin.
- Anything else: call the desk below with your AP or SR number ready.
Apex Instruments, 400 Meridian Way, Suite 200, Tampa, FL 33602Wall card, 1 of 1