Importing stock orders
Bulk-load incoming orders from your monthly allocation spreadsheet.
Most franchise dealers get a monthly allocation from the importer — a spreadsheet listing what's been built and is heading your way. Autopilot's stock import takes that spreadsheet and turns it into orders in one go.
How to import
Stock → Import (or /stock/import).
- Drop your CSV or XLSX file.
- Map the columns — vehicle, brand, cost, ETA, sales channel.
- Preview what'll be created.
- Commit.
Required columns
For Autopilot to create an order, it needs at minimum:
- Vehicle — make + model, or model code (looked up against your dealership's catalogue).
- ETA — month at minimum, full date if you have it.
Everything else (cost, colour, quantity, sales channel) is optional. You can always fill them in later inline in the Stock table.
Recognising your model codes
If your importer uses model codes like T7P-AWD-LUX rather than full model names, Autopilot looks them up against your dealership vehicle catalogue. So you'll want to pre-load the catalogue in Stock → Models with model codes as the unique identifier.
Once the catalogue is set up, model codes resolve to the right vehicle automatically — including the cost price, RRP, and any other metadata you've stored against them.
Saved column mappings
If you import the same spreadsheet shape every month, save the mapping the first time. Next month, drop the file and Autopilot uses the saved mapping automatically — no re-mapping required.
What happens after import
Imported orders go straight into the On order tab as new rows. You can:
- Edit any field inline.
- Assign each order to a pending deal.
- Mark them stocked in as they arrive.
- Run the Accounts Report against them.
Common gotchas
- ETA as month-only (e.g. "May 2026") — fine. Autopilot treats it as the 1st of that month.
- Cost in cents vs dollars — Autopilot expects dollars. If your importer uses cents (some do), divide first.
- Colour as code — if your importer uses paint codes (e.g. "PYO" for pearl yellow), you'll see "PYO" in the table. Either fix it post-import or build a colour-code lookup in your catalogue.
- Duplicate orders — Autopilot doesn't dedupe automatically. If you import the same allocation twice, you'll get two rows. Easiest fix is to delete the duplicates from the Stock table.