Searching for a Customer

To search for a guests account, first select the magnifying glass icon next to the Search for Customers field located to the far left in the header of Neptune. 

There are 3 pieces of information that can be used to search for a customer: 

• Name

• Phone Number

• Customer e-mail address

You will either receive a listing of possible matches or a message that it cannot be found. If no matches are found, you may want to try searching with a different piece of information. 

After verifying the guest, to view the Household, select the guests account by clicking on the line item that contains the guests profile information. 

Once certain there is not an existing customer account, click on New Household to collect and Create a New Customer Account.