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General Questions
I am new to cmdtyView as a Grain Buyer. How do I activate Match?
Just reach out to us at marketplace@barchart.com and one of our team will walk you through connection. You can find a lot more information in our Quickstart Guide - Match
Can I Import Existing Farmer Accounts?
Yes, contact connect@barchart.com for support and we will walk you through best practice to gather an existing list for import.
Can I Import Existing Offers?
No, but the process to add new offer to Match is quick. Contact cmdty Support at connect@barchart.com for any assistance.
Is Match available across Desktop and Mobile?
You betcha! You can access cmdtyView on your desktop or mobile device whether you use an iPhone or Android and Match is a component found within cmdtyView. Wow, that’s powerful stuff 
Is it possible to get data on my offer information into Excel?
Not a problem. Simply go to your “Offers” dashboard and find the “Export” button next to the “Create Offer” button. Note that this is only available on desktop.
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Producer Information
How do I setup my profile and ensure my producers can communicate with me via Chat?
This is simple. Within cmdtyView just click the Profile Icon in the upper right-hand corner of your screen. pssst….. it’s the one that looks a person. Once you’re there, then simply click “Edit Profile”
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Your Grain Offers Dashboard
Whether on a desktop or using your mobile device, the Offers panel gives you immediate access to acknowledge, accept, or cancel offers. You can also create a new offer for any farmer that has been approved, and filter offers to view pending, working, accepted, rejected and expired offers. The area at the top shows you the total number of Pending, Working, and Matched Offers. The numbers are automatically updated as farmers submit their offers, and as you acknowledge, accept or reject offers.
Matched Offers are highlighted in green. These are offers that require action, as the price set by the farmer is equal to or is below the current futures target price. Matched offers are not automatically accepted.
Use the STATUS and GROUP BY buttons to narrow down what you would like to view.
Status
The STATUS buttons at the top of the panel allow you to display specific offers. You may click one or multiple status buttons to filter the view (the example below will shows both Pending and Working offers):
Pending * offers have not yet been acknowledged.
Working * orders are acknowledged but have not yet been accepted.
Accepted offers have been accepted by the merchandiser.
Rejected offers were rejected by the elevator.
Expired offers passed the expiration date you identified without being accepted.
* A farmer may still cancel these offers.
Sort
The GROUP BY button at the top of the panel allows you to further sort the offers displayed. Only one GROUP BY may be chosen. In addition, you may click on any column heading to sort the offers in descending order.
Delivery - The delivery date the farmer identified on the offer.
Expires - The expiration date the farmer identified on the offer.
Commodity - The commodity to be delivered.
Location - The elevator for which the offer was created.
Listed out to the right of GROUP BY
Newest - Shows newest offers at the top of the page.
Best - Where the offer price is at or below the Futures Target price.
Acknowledging, Accepting, and Rejecting Offers
All offers are found on the Offers Dashboard. Note: An offer can go directly from "Pending" to Accepted or Rejected. You do NOT have to Acknowledge the offer first.
There are three ways to change the status on offers:
Offer Number
Click on Offer Number to display the “Edit Offer” window. Offer Status Buttons will be across the bottom
Yellow - use to Acknowledge the offer. When you Acknowledge, it moves the offer from Pending to Working on the Offers Dashboard.
Green - use to Accept the offer.
Red - use to Reject the offer.
Blue - Edit/Add Notes and Save.
*Save Offers will revert status back to “Pending”. Merchandisers will need to Acknowledge the offer again.
Select Multiples
The far left column has a checkbox by each Order#. You can change the status on a group of offers by:
Check the offers you wish to change.
Click on the down arrow in the far left column heading:
Select the action you wish to perform: Accept, Acknowledge, or Reject.
Result: You ar asked to confirm, and then the status is changed for the selected Offers.
Enter Notes
Entering a custom Note is accessible to the Merchandiser upon entering an offer or at any point through the offer process.
To add a new Note click on the offer number from the desktop.
Edit Offer window will appear
Note History will be visible as well as the offer “Timeline” tab at the top. All historical notes will appear in these 2 places
Note: add new Note and you can click to advanced the offer “Acknowledge/Accept/Reject” or you can click “Save”*.
*Save Offers will revert status back to “Pending”. Merchandisers will need to Acknowledge the offer again.
Sometimes, you'll want to view the history on the offer before taking action. To do so, click on the Order# link from the Offers Dashboard. Look at the top for “Timeline” tab.
Create an Offer for a Farmer
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To create a new offer, click the + Create Offer button found in the Offers Dashboard.
Select the Farmer from the drop-down list.
Select the Elevator Location from the drop-down list.
NOTE: Locations will accept only specific commodities. If the location you've selected does not show the commodity you wish to create the offer for, you must select a new Elevator Location.Select Offer Type
Select the Commodity from the drop-down list.
Choose the Delivery Date from the drop-down list. Result: Based on the delivery date chosen, the current elevator bid displays under the Offer Price:
Enter an Expiration Date (set by the farmer). If the offer is not accepted by this date, it expires.
Select the number of Bushels from the drop-down list OR Enter Bushels if Odd Value Allowed.
Enter the desired Offer Price, using a decimal point and with 2 decimal places.
Examples: 4.00, 6.20, 10.15If desired, you can enter Notes about the offer. Notes will be viewable by the Farmer and Elevator / Merchandiser.
Click Create Offer. Result: Desktop will update in a few seconds showing the new offer in a “Pending” Status. (waiting to be acknowledged)
Once the offer is created, you will receive an email that confirms the creation of the offer. If set up for text alerts, you will also receive a text confirmation of the creation of the offer.
Offer Timeline/History
Every offer contains an audit trail, which can be viewed by accessing its Timeline.
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Click on the Order#, found in the Offers panel. The Order# is shown as a link:
At the top of the page, click the Timeline button. (This jumps you to the Timeline section at the bottom of the page.) Alternately, you can scroll down the page to view the Timeline.
The Timeline in shown in chronological order, with the LATEST transaction at the top:
To exit back to the Offers panel, either click the Offer Details button at the top of the page, or click the X in the top right corner.
Merchandiser Export Offers
The Offers Dashboard allows you to filter your orders using one or more STATUS buttons, and then arrange them on the page using the SORT button. Once you are finished, you can Export the orders to a .csv file for opening in a spreadsheet.
Click one or more STATUS buttons to show the orders you desire.
Click the desired SORT button. (You may also sort orders by clicking on the different column headings.)
Click Export at the top right of the page.
Result: A Excel (Static) / .csv file is downloaded to your computer, showing the same orders as that of your Offers panel. You can now open the file in your favorite spreadsheet application.Note: The Export function is only available from the desktop view, and not on your mobile device.
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Locations
The Locations panel simply displays a list of all Elevators that are part of your account.
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Farmer Status
The Farmers panel is used to add, change, or remove farmers from your Grain Offer system. You may also Export the list of farmers shown (use the Status filters to narrow down which farmers to Export.)
Farmers are classified as either Active or Pending. Only Active farmers may make offers. Whenever you change the status on a farmer, they receive an email alerting them to the status change.
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Right Click any farmer and “Edit Farmer”.
Edit Farmer Window will appear with 3 buttons at the bottom Approve Farmer, Reject Farmer and Update Profile.
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Use the STATUS Drop Down column to narrow down what you would like to view.
STATUS
The STATUS buttons at the top of the panel allow you to display specific farmers. You may click only one status button to filter the view. The example below will shows only Current (Active) farmers:
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What do the statuses that relate to each of my farmers mean?
Status of your farmers relates only to their ability to make offers to your business. When a producer registers for your Marketplace app they will be assigned a status of Pending. They will be able to use the app completely, but will not be able to submit offers to you until they have explicitly been approved by an authorized member of your grain buying team. Approvals can be done in cmdtyView or or through the email notification system that alerts you whenever a producer signs up for the service.
Active farmers may make offers.
Pending farmers have requested approval and need your authorization.
Rejected farmers were dismissed by the elevator.
What ways can farmers get into the Match system?
There are
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STATUS OF FARMER
Right Click any farmer and “Edit Farmer”.
Edit Farmer Window will appear with 3 buttons at the bottom Approve Farmer, Reject Farmer and Update Profile.
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Red - use to Reject the farmer
Yellow - Approve Farmer
Blue - Update Profile
Add a Farmer
In the Farmers panel, click + Create Farmer.
Assign a unique Username to the farmer. Usernames must be between 8 and 75 characters.
Enter the Email Address of the farmer.
Note: A confirmation email is sent with an authorization link. The farmer must click the authorization link in the email and complete the Farmer Agreement before they can login.Enter the First Name and Last Name, along with Address1, City, State and Zip Code.
If you know the Work Number and Mobile Phone, you can enter this information. (The farmer must complete the opt-in for text alerts by accessing their Profile after registration.)
Click Create Farmer.
Result: The farmer is sent an email, and must complete the authorization process.
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Reporting
The Reporting panel displays ALL offers, then allows you to use the interactive filters to narrow down the list to view. You have the option to Export the filtered list to a .csv file for use in your favorite spreadsheet application.
You will use the Input Filters to narrow down your selection.
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Select Input Filters from the top left drop downs. As you select filters the desktop will update with each selection.
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two ways that farmers can be onboarded into your Match system. The first, and most preferred way is to get them using your branded Marketplace App. This will ensure that we have all of their relevant personal information and can more easily link them with your ERP system. Additionally, you can manually add farmers if desired.
How do I manually add a farmer?
You can easily do this by going to your Farmer panel and clicking “Create Farmer” in the upper right-hand corner of the panel.