A comprehensive reference of every feature available in the Holt Supply Company B2B Customer Portal, organized by category with links to step-by-step guides.
Use this page as a quick reference to find the guide you need. Every feature in the portal is listed below with a brief description and a direct link to its how-to guide.
| Feature | Category | Description | Guide Link |
|---|---|---|---|
| Registration | Account Management | Create a new account on the Holt Supply Customer Portal with your company and contact information. | Creating an Account |
| Login | Account Management | Sign in to the portal using your email address and password to access your account. | Logging In |
| Password Reset | Account Management | Reset your password via email if you have forgotten it or need to change it for security reasons. | Password Reset |
| Dashboard Navigation | Account Management | Learn how to navigate the portal dashboard, use the sidebar, and find key features quickly. | Navigating the Dashboard |
| User Management | Account Management | Add, remove, and manage users within your company account, including assigning roles and permissions. | User Management |
| Profile Management | Account Management | Update your personal profile details such as name, email, phone number, and notification preferences. | Profile Management |
| View Invoice List | Invoices | Access and browse the full list of invoices associated with your account, including open and paid invoices. | Viewing Invoices |
| Filter and Sort Invoices | Invoices | Use filters for date range, status, and amount to find specific invoices. Sort by any column. | Filtering and Sorting Invoices |
| View Invoice Details | Invoices | Open an individual invoice to see line items, amounts, due dates, and payment history. | Viewing Invoice Details |
| Download Invoice PDF | Invoices | Download a PDF copy of any invoice for your records, accounting, or to share with your team. | Downloading Invoice PDFs |
| Pay Single Invoice | Payments | Make a payment on a single invoice using a saved payment method or by entering payment details. | Paying a Single Invoice |
| Pay Multiple Invoices | Payments | Select and pay multiple invoices at once in a single transaction to save time. | Paying Multiple Invoices |
| Pay on Account | Payments | Make a general payment toward your account balance without selecting specific invoices. | Paying on Account |
| Manage Payment Methods | Payments | Add, edit, or remove saved payment methods such as credit cards and bank accounts in your wallet. | Managing Payment Methods |
| Quick Pay | Payments | Use the Quick Pay option to make a fast payment directly from the invoice list without extra steps. | Using Quick Pay |
| View Statements | Statements | Access your monthly account statements to review all transactions, payments, and balances. | Viewing Statements |
| Download Statements | Statements | Download PDF copies of your monthly statements for offline review or accounting records. | Downloading Statements |