Navigating the Dashboard

Get familiar with the portal layout, sidebar navigation, and key areas so you can quickly find what you need in the Holt Supply Company Customer Portal.

Prerequisites

Understanding the Layout

The portal uses a two-panel layout. On the left side, you will see a dark sidebar with navigation links. On the right side is the main content area where pages, tables, forms, and details are displayed. The sidebar stays visible as you navigate through different sections.

https://holt-stg.clarityclient.com/dashboard
Holt Supply
Shopping
Invoices
Statements
Account
Wallet
Profile
John Smith
jsmith_acme
Dashboard Invoices

Invoices

Pay Invoices Pay on Account
Invoice # Date Amount Status
INV-2024-0192 Feb 28, 2026 $1,245.00 Open
INV-2024-0185 Feb 15, 2026 $780.50 Open
INV-2024-0147 Jan 20, 2026 $2,255.00 Paid

Using the Sidebar Navigation

The sidebar is your primary way to move between different sections of the portal. It is organized into groups for easy access. Click any item in the sidebar to navigate to that section. The currently active page is highlighted.

Holt Supply
Shopping
Invoices
Statements
Account
Wallet
Profile

Understanding Breadcrumbs

At the top of the main content area, you will see a breadcrumb trail. This shows you where you are in the portal and lets you quickly jump back to a previous section. Each segment of the breadcrumb is clickable.

Example breadcrumb when viewing an invoice:

Dashboard Invoices INV-2024-0147
Dashboard › Click to return to the main dashboard view
Invoices › Click to go back to the full invoice list
INV-2024-0147 Current page (not clickable)

Key Actions from the Dashboard

From the invoice list page, you have quick access to the most common actions. The "Pay Invoices" button lets you select invoices and pay them. The "Pay on Account" button lets you make a general payment toward your balance. These buttons appear at the top of the invoice list.

Dashboard Invoices

Invoices

Pay Invoices Pay on Account
12
Open Invoices
$4,280.50
Total Due
3
Past Due
Invoice # Date Due Date Amount Status
INV-2024-0192 Feb 28, 2026 Mar 30, 2026 $1,245.00 Open
INV-2024-0185 Feb 15, 2026 Mar 17, 2026 $780.50 Open
INV-2024-0147 Jan 20, 2026 Feb 19, 2026 $2,255.00 Paid
Tip: The sidebar sections and items shown may vary depending on your user role and permissions. If you do not see a particular section, your account may not have access to it. Contact your company's portal administrator or Holt Supply Company support for assistance.

What's Next?