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Pricing, BOM & ERP — admin guide

Audience: operators (some tasks are specialist) · Scope: price imports and the Infor-linked tools · Last reviewed: 2026-07-12

TL;DR — Two kinds of thing live here. Importing the price list is a routine admin task. The Infor tools — the BOM (bill of materials) calculators, the margin/costing tool, and the fail reports — are specialist, used by estimating/engineering staff and tied to the Infor ERP system. Most operators only touch the price-list import.

Tasks​

These are grouped in the menu under Infor Integrations (plus Price List Import at the top level).

Also here (mostly automated)​

  • Schedule exports — the production, fabrication, assembly, and warehouse-kitting schedules are exported to Google Sheets automatically on a schedule. There's no button to press; if a schedule sheet looks stale, it's a job that runs behind the scenes — report it to your Beta-Calco contact rather than trying to trigger it.

Many of these tools read live data from the Infor system. If a tool errors or returns nothing, the Infor connection (not your input) is often the cause — note the error and check with your Beta-Calco contact.

Screens and labels can differ slightly between environments — if a label doesn't match what you see, check with your Beta-Calco contact.