Keystone 5 New Features - Revision history

Pmorey: /* Job/Order Custom Mix Designs */

2026-09-16T17:22:29Z

Job/Order Custom Mix Designs

Pmorey: /* Dispatch */

2026-09-16T17:16:57Z

Dispatch

Pmorey at 17:12, 16 September 2026

2026-09-16T17:12:19Z

Pmorey at 17:11, 16 September 2026

2026-09-16T17:11:10Z

Pmorey at 15:30, 16 September 2026

2026-09-16T15:30:25Z

Pmorey: /* Secure External APIs */

2026-09-16T14:50:42Z

Secure External APIs

Pmorey: /* Inventory Cost Precision */

2026-09-16T14:49:37Z

Inventory Cost Precision

Pmorey: /* Job/Order Custom Mix Designs */

2026-09-16T14:48:56Z

Job/Order Custom Mix Designs

Pmorey at 14:16, 16 September 2026

2026-09-16T14:16:12Z

Pmorey: Created page with "Coming soon!"

2026-09-11T11:32:16Z

Created page with "Coming soon!"

New page

Coming soon!

@@ Line 24: / Line 24: @@
 ===Job/Order Custom Mix Designs===
 *Keystone now supports Job Price and Order specific mix designs. [[Custom Mix Designs by Job/Order|Click here for more details.]]
-*To allow a mix design to be changed on an order/job level, "Edit Mix Design by Job/Order" must be checked in Product Maintenance.
+*To allow a mix design to be changed on an order/job level, "Edit Mix Design by Job/Order" must be checked in Product Maintenance. [[Product Maintenance|Click here for more details.]]
 *An order/job specific mix design will always send to the batch control. Additionally, the standard mix design for any product that has an order/job specific mix design will send to the batch control when the order/job specific mix design does not apply.

@@ Line 43: / Line 43: @@
 *DOT information can now be added directly to a mix design in Product Maintenance and will populate when added to a Job Price.
 *Currently supported states for HaulHub integration: AR, CT, DC, GA, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY.
 ==Accounts Receivable==

@@ Line 3: / Line 3: @@
 Below are some of the significant features added in Keystone 5 and higher.
-[[:File:Keystone New Features 5.0 thru 5.4.pdf|Click here to download the PDF version.]]
+[[Media:Keystone New Features 5.0 thru 5.4.pdf|Click here to download the PDF version.]]
 ==General==

← Older revision		Revision as of 17:11, 16 September 2026
Line 2:		Line 2:

	Below are some of the significant features added in Keystone 5 and higher.		Below are some of the significant features added in Keystone 5 and higher.
		+
		+	[[:File:Keystone New Features 5.0 thru 5.4.pdf\|Click here to download the PDF version.]]

	==General==		==General==

@@ Line 61: / Line 61: @@
 ===Pay Classes/Credit Card Fees===
 *Credit card fees can now be charged and collected in A/R Cash Posting and Ticket Payments (ex. 3% credit card surcharges).
-*New fees and Pay Classes can be setup in A/R > File Maintenance > Pay Classes. Several "standard" pay classes are already provided.
+*New fees and Pay Classes can be setup in A/R > File Maintenance > Pay Classes. Several "standard" pay classes are already provided. [[AR Pay Class Maintenance|Click here for more details.]]
 ===Voided Tickets Report===

@@ Line 71: / Line 71: @@
 ==Secure External APIs==
-===AICrete===
+====AICrete====
-===Giatec===
+====Giatec====
-===Quadrel===
+====Quadrel====
-===Salesforce===
+====Salesforce====
-===SalesInsight===
+====SalesInsight====
-===Slabstack===
+====Slabstack====
-===Stonemont===
+====Stonemont====
 *Please contact support for more information.

@@ Line 53: / Line 53: @@
 *A new "Sales Territory" field (optional) has been added to Quotes, Jobs, Orders, and Tickets.
-===Inventory Cost Precision===
+===Inventory Cost Accuracy===
 The accuracy of inventory unit cost/extended cost calculations has been significantly improved.

← Older revision		Revision as of 14:16, 16 September 2026
Line 1:		Line 1:
−	~~Coming soon!~~	+	Keystone versions 5.0 through 5.4 offer many new features that improve the capabilities, reliability and security of Keystone.
		+
		+	Below are some of the significant features added in Keystone 5 and higher.
		+
		+	==General==
		+	===User Alerts===
		+	*Important information will now be displayed in a User Alert popup when a program that has a compatible alert is started.
		+
		+	===Document System===
		+	*Added the ability to upload and attach documents to Keystone in most File Maintenance programs.
		+
		+	===Visual Themes===
		+	*Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. The user’s theme can be changed by clicking the "color wheel" icon at the top of the main menu.
		+	*Most background colors/indicators have been replaced by icons for visual clarity.
		+	*In File maintenance programs a green "plus" icon indicates adding an item, a yellow "pencil" icon indicates editing an item and a "magnifying glass" icon indicates a searchable field.
		+
		+	===Save Layouts===
		+	*In each Keystone option, you can now click File > Save Form Layout to save the size/position for the next time the same option is opened. Click File > Reset Form Layout to return to the default size/position.
		+	*When the font size is changed on the system menu, it will be saved for the next time the user logs in to Keystone.
		+
		+	==Dispatch==
		+	===Job/Order Custom Mix Designs===
		+	*Keystone now supports Job Price and Order specific mix designs.
		+	*To allow a mix design to be changed on an order/job level, "Edit Mix Design by Job/Order" must be checked in Product Maintenance.
		+	*An order/job specific mix design will always send to the batch control. Additionally, the standard mix design for any product that has an order/job specific mix design will send to the batch control when the order/job specific mix design does not apply.
		+
		+	===Solomon Color Integration===
		+	*Product Maintenance has a new product type called "Color." When this product type is selected a new "Color Alias" field will appear which refers to the Solomon color alias code.
		+	*This feature requires Keystone Batch (version 7.3.19 or higher.)
		+
		+	===To Job Contact Notifications===
		+	*Added Email and SMS (Text) options for notifying contacts when a truck leaves the plant for their order(s). Requires subscription for SMS, contact support for details.
		+
		+	===On Hand Inquiry===
		+	*Dispatch and Ticketing now have an "On Hand Inquiry" menu option to check inventory levels for a stocked product at all plants.
		+
		+	===Batch Operator Message===
		+	*A new "Batch Operator Message" field has been added to tickets/orders. This field will be sent to any Universal Link based batch control.
		+
		+	===DOT Information/HaulHub===
		+	*DOT information can now be added directly to a mix design in Product Maintenance and will populate when added to a Job Price.
		+	*Currently supported states for HaulHub integration: AR, CT, DC, GA, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY.
		+
		+	==Accounts Receivable==
		+	===Base Product Maintenance===
		+	*New option added to the A/R File Maintenance menu which allows editing of products for all plants at once using Base Product.
		+
		+	===Payment Processor Remittance===
		+	*New option added to the A/R Month End menu. This provides for reconciling Keystone credit card payments with the payment processor monthly statement.
		+
		+	===Sales Territories===
		+	*Sales Territories can be created and edited under Billing & Accounts Receivable > File Maintenance > Sales Territories. Salesperson Maintenance now contains a grid to assign Sales Territories to salespeople.
		+	*A new "Sales Territory" field (optional) has been added to Quotes, Jobs, Orders, and Tickets.
		+
		+	===Inventory Cost Precision===
		+	The accuracy of inventory unit cost/extended cost calculations has been significantly improved.
		+
		+	===Bill As Plant===
		+	*Added "Bill As Plant" field to allow billing as one plant regardless of a ticket's plant of origin. Print Invoices can be filtered and bill to the appropriate division based on this field.
		+
		+	===Pay Classes/Credit Card Fees===
		+	*Credit card fees can now be charged and collected in A/R Cash Posting and Ticket Payments (ex. 3% credit card surcharges).
		+	*New fees and Pay Classes can be setup in A/R > File Maintenance > Pay Classes. Several "standard" pay classes are already provided.
		+
		+	===Voided Tickets Report===
		+	*New report on the A/R > Month End menu which shows all voided tickets for a specific date range.
		+
		+	==Accounts Payable==
		+	===Email ACH Stubs===
		+	*New option added to the A/P Invoicing/Checks menu.
		+
		+	==Secure External APIs==
		+	===AICrete===
		+	===Giatec===
		+	===Quadrel===
		+	===Salesforce===
		+	===SalesInsight===
		+	===Slabstack===
		+	===Stonemont===
		+	*Please contact support for more information.