Keystone 5 New Features

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.

Click here to download the PDF version.

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• Most background colors/indicators have been replaced by icons for visual clarity.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. 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. 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.

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.

Ticket COD Payments

• Pay Class is required when entering a ticket COD payment. Click here for more information.

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 Accuracy

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. Click here for more details.

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

Stonemont

• Please contact support for more information.