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Lodestone Pacific — Transformer Components Manufacturer & Supplier
Delivered by Amazing Business Results

Executive Summary

Lodestone Pacific relied on Zoho Inventory to run day-to-day operations, but like most out-of-the-box inventory systems, it could only show what was true right now — current on-hand quantities. It had no way to answer the question that actually matters for planning: “When will this item run out, given everything already on order?” Working with Amazing Business Results (ABR) and developer Shubham, Lodestone Pacific got a custom-built stock forecasting widget embedded directly inside Zoho Inventory — giving the team a forward-looking, item-level view of exactly when stock will be depleted, so they can pre-book inventory before a shortage ever happens.

The Business

Lodestone Pacific is a manufacturer and supplier of transformer parts, bobbins, magnetic core materials, and insulation products used by electronics manufacturers. With production and warehousing spanning both the U.S. and China, and sales offices across Anaheim, Chicago, and Rochester, the business runs on a constant flow of components moving between factories, warehouses, and customers — across a wide catalog of SKUs, each with its own supply and demand rhythm.

The Challenge

Running a components business across two continents means Lodestone Pacific’s team is juggling incoming purchase orders from overseas production alongside outgoing sales orders to customers — often with lead times measured in weeks, not days. Zoho Inventory is a capable system of record, but it wasn’t built to project the future. It shows what’s on the shelf today — not what will be on the shelf in two weeks, once every open sales order ships and every open purchase order arrives.

That gap created real planning risk: with long cross-border lead times, discovering a shortage after the fact leaves little room to react. Without a way to see how upcoming orders would move the needle on stock levels, item by item, the team was left making pre-booking decisions on gut feel rather than data.

Finding a Solution

Rather than trying to bolt on a generic forecasting tool or export data into spreadsheets, ABR proposed building the intelligence directly into Zoho Inventory itself — at the point where the team already works every day: the item record. Developer Shubham built a custom widget that lives right inside the Zoho Inventory item screen, so there’s no separate system to check and no manual pulling of reports.

Implementation and Results

The widget works by automatically pulling every open Sales Order and Purchase Order tied to a specific item, then calculating a Net Stock projection — factoring in incoming quantities from purchase orders against outgoing commitments from sales orders. Instead of a static number, the team now sees a rolling, forward-looking picture of stock health for that item. 


Specifically, the widget:


● Loads automatically at the item level inside Zoho Inventory — no extra clicks, no separate tool


● Pulls all open Sales Orders and Purchase Orders tied to that item in real time


● Calculates Net Stock by netting incoming purchase order quantities against outgoing sales order commitments


● Projects the exact date the item is expected to hit zero


● Gives the team a clear, item-level report they can use to plan pre-bookings well ahead of a shortfall


The result is a shift from reactive to proactive inventory management. Rather than discovering a stockout after it happens, Lodestone Pacific’s team can now see it coming — item by item — and act early.

What would you say publicly about Zoho?

“To provide superior customer service, our CSRs want to see the dynamic changes in inventory, supplier delivery dates, and customer ship dates, into the future. This allows the CSRs to understand upcoming availability and schedule future deliveries based on customer requirements. Amazing Business Results facilitated a solid solution in our Zoho system.”

Partner Bio:

Amazing Business Results is a Zoho Premium Partner, Certified Zoho Developer, and Zoho Apps Trainer with in-depth expertise across the entire Zoho suite.

Since April 2013, the ABR team has built hundreds of CRM and AI systems to help businesses automate processes, save money, and operate with less stress.

When you work with Amazing Business Results, you gain a trusted strategic partner who can help you design and implement the right software solutions to manage and grow your business successfully.

Amazing Business Results Offers:

  • Zoho apps customization and architecture for small to mid-size businesses
  • Zoho training sessions
  • Weekly interactive webinars to answer clients’ questions
  • Updates on Zoho’s new features and services
  • A YouTube channel with hundreds of videos related to Zoho and its features.

With Amazing Business Results as your Zoho consultant partner, you get the most out of Zoho and the confidence of working with someone who can answer all your questions and find solutions to your business problems.

Want Results Like These for Your Business?

ABR is a certified Zoho Premium Partner that has been implementing Zoho CRM for SMBs across North America since 2013. Every system we build starts with a deep understanding of your business process — so the result is a CRM your team actually uses.

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