PATEL INTEGRATED LOGISTICS LIMITED Project Santosh

ACKNOWLEDGEMENT
Some says “managers are born and some says managers are made”. I was also in some dilemma
before commencing my summer internship. But after the successful completion of my summer
internship I came to know that managers are guided properly and are motivated to work willingly
towards fulfilment of specific goal.
The satisfaction and euphoria that accompany the successful completion of the work would be
incomplete unless we mention the people as an expression of gratitude who made it possible and
whose constant guidance and encouragement serve as a beacon of light and crowned my efforts
with success. The project report is the outcome of the backing and encouragement of the number
of persons whom I have been associated during the past two months.
I wish to offer my deep veneration to Mr.Areef patel,Executive Vice Chairman of Patel
Integrated Logistic Limited (PILL) for providing the opportunity to work on this project title.
“The Operation Procedure at Patel Integrated Logistics Limited.”
My proud full sense of obligation goes to Mrs. Monika Sinha, my project supervisor , in
procedure department for assisting me lot during the project work.
I also like to convey my sincere thanks to all employees of Patel Integrated Logistics, Pune and
all my co summer trainees for their helping hand that I always found extended to me whenever I
needed.
Last but not least I like to thanks all my teachers, family members & friends, particularly to Prof.
Nitin Tupe and. I own special thanks to our director Dr. Daniel Penkar who had helped me to
clarify my concept by sharing their valued experience in their teaching, research and training
which have thereby become an unconscious part of my ideas and thoughts while making this
project.
------------------------------------------------------------------------------------------------------------
BUSINESS POLICY MANUAL 2008 – 09 (1)
PREFACE
Practical knowledge is an important suffix to theoretical knowledge. One cannot merely depend
upon the theoretical knowledge. Classroom lectures make the fundamental concept of
management clear. They also facilitate the learning of practical things. However, classroom
lectures must be correlated with the practical training situations. It is in the sense that practical
training in a company has a significant role to play in the subject of business management.
Market research is indeed in ancient art; it has been practiced in one form of the other since the
day of Adam and eve. Its emergence is of relatively recent origin for success of any business and
within this relatively short period, it has joined a carry great deal of importance.
Management in India is heading towards a better profession as compared to other professions.
The demand for professional managers is increasing day by day. To achieve profession
competence, manager ought to be fully occupied with theory and practical exposure of
management. a comprehensive understanding of the principle will increases their decision
making ability and sharpens their tools for this purpose this objective can be easily achieved in
summer training as the objective of training is to enable the trainee to observe management
problem & situation in a real life organization & to report facts, observation & inferences .
As an essential part of our course, I got the privilege to have training in PATEL INTEGRATED
LOGISTICS LIMITED.
As my area of interest is operations, the project was provided to me titles “THE OPERATION
PROCESS”, in Patel Logistics.
I have tried my best to make this report a reader friendly & also did my level best to fulfil the
objective of summer training.
EXECUTIVE SUMMARY
------------------------------------------------------------------------------------------------------------
The main objective of the study to get some practical knowledge about the procedure of
surface transportation from all over India in pate integrated logistics limited and
operation which require for that surface transportation.
Initially I had learned that what are the booking process of consignment in surface
transportation .
And next part , I under go through the operation procedure in PILL. Under which I get to
know how all the operation procedure which are required for the transfer of consignment
from one part of the country to another part.
------------------------------------------------------------------------------------------------------------
------------------------------------------------------------------------------------------------------------
CHAPTER -1
OBJECTIVE OF THE PROJECT
1. To identify the weak areas of operations.

2. To understand the standard operating procedure of operation that prevails in the
organization.
I have a lot of experience which i could not get directly from studying theories in
books. This project help me to develop myself in many ways such as thinking
------------------------------------------------------------------------------------------------------------
skill , communication skill ,learn how to interract with people inside and outside
the company, being decesion maker ,planner etc.
All knowledge derived from doing this project can support my studing the post
graduate diploma in operation management.
SCOPE OF THE STUDY
The scope of the study is concern with the study of factors affecting the
brand image. It allows the company to take corrective action and helps in
arising the image of the company.
The following are the advantage company can get from this project . the
findings helps the company.
------------------------------------------------------------------------------------------------------------
• To modify its operations process and other factors according to the
requirement.
• Scope to understand the performance and practicle knowledge of
employees .
• Scope to determine how many employee and operationals tools
required in the future.
• To modify distribution channel.
Preparing a project by its nature was a quite difficult task but a

challange . i had to spend sincerely efforts sincestarting relevant
information about the operation procedure and distribution.
I have gained a lot of precious experience which I could not get

directoly from only studies in theorybooks.
All knowledge derived from doing this project can support my

studying master degree in operation management efficiency.
CHAPTER-2
------------------------------------------------------------------------------------------------------------
COMPANY
PROFILE
COMPANY PROFILE
Patel Integrated Logistics Limited is the merged company of Patel Roadways

and POBC. Patel Integrated Logistics Limited provides unified solutions
through door- to-door express cargo service, surface transport, air and sea
transportation, besides offering services in warehousing and secondary
distribution.
The Company is branched on to 8 products to attain leadership position in its specific segment.
These products are:
Patel Retail
Patel FLT
Patel Sundry(LTL)
Pp
------------------------------------------------------------------------------------------------------------
BUSINESS POLICY MANUAL 2008 – 09Patel roadways (8)
P
P
Together, under the umbrella of PILL, these divisions provide comprehensive logistics
solutions to the customer.
Founding father Asgar Shakoor Patel laid the rock

solid foundations of the House of Patels in India in
1959, when he set up road transportation company
Patel Roadways. What began as a one-truck activity
in the 50’s soon grew into one of the largest logistics
companies in Asia, boasting a multinational
clientele, and brand equity unparalleled in the Indian
logistics industry.
Building on the trust of its strong base of customers

and associates, the Patels forged strongly ahead
with growth-oriented diversification that found them
in couriers, air-freight, finance, foreign exchange and
the fast growing money remittance business. Today,
the House of Patels holds 80% of the market share in
the courier co-loading industry in India and is also
the market leader in the logistics, foreign exchange
and inward remittance business.
------------------------------------------------------------------------------------------------------------
PATEL ROADWAYS
Patel Roadways was set up in 1959 and is a leading surface transport

operator with a network that spans 500 stations countrywide, employing
over 1000 people. Cargo worth Rs.120 billion is moved annually, for more
than 75,000 satisfied customers, which include multinationals, public /
private sector organizations, small-scale industries as well as the trading
community. Investment in IT and state-of-the art tracking systems, coupled
------------------------------------------------------------------------------------------------------------
with containerization of its entire fleet, helps Patel Roadways to maintain
distinctive edge over competition and at the same time offer enhanced and
value-added services to the industry. Patel Roadways has 3 sub-products
under its realm:
PATEL ROADWAYS
Patel Retail
Patel FTL
PATAL RETAIL
Patel Retail is the flagship product of Patel Roadways. Patel Retail offers a
Premium Door to Door Express Cargo Service with 250 plus branches serving
more than 400 delivery stations, covering the length and breadth of the
country. With markets moving towards smaller loads, 'Patel Retail', will add
extra convenience by saving time and money for customers and help them
------------------------------------------------------------------------------------------------------------
to leverage effective logistics planning. Customers will add extra
convenience by saving time and money for customers and help them to
leverage effective logistics planning. Customers will benefit by door - to -
door pick-up and delivery, apart from the time bound movement of goods
through dedicated vehicles.Apart from moving heavy-duty goods like metal
sheets, machinery and farm equipments, Patel Roadways will now render
movements of engineering products, textiles, auto parts, pharma, computer
hardware and peripherals among others with Patel Retail.Patel Retail
services will be available at A and B class towns apart from the major cities
like Mumbai, Bangalore, Chennai, Delhi, Hyderabad, Cochin,
Ahmedabad, Nagpur, Nashik, Kanpur, Calcutta, Indore, Baroda,
Noida, Chandigarh, Ludhiana, Lucknow and Pune.
With a committed transit schedule and advanced Vehicle Tracking System

(VTS) to facilitate live vehicle tracking for customers, Patel Retail is truly
poised to set the pace of express cargo industry.
PATEL FLT
------------------------------------------------------------------------------------------------------------
Patel Roadways FTL takes care of the full truckloads at national level in
metric ton capacities of 3, 4.5,6, 9, 16 and thereafter in trailers of specific
sizes. Patel Roadways FTL loads are point-to-point hard freight options
catering to corporate and traders at more than 200 delivery stations
countrywide.
Patel Roadways specializes in hard freight sundry shipments. Since Patel

Roadways has national network with a regional reach, it moves goods at
long, medium as well as short routes at all India level. Patel Roadways
provides customized solutions as per client’s requirements in sundry loads.
Online tracking of consignment and professional assistance at all India level
makes Patel Roadways a leader in hard freight sundry distribution.
------------------------------------------------------------------------------------------------------------
POBC DOMESTIC
POBC is a leader in Domestic Co-Loading business and operates 300 flights

and carries 1,00,000 kg’s of courier materials everyday. POBC Domestic is
the largest neutral wholesale consolidator of courier consignments, having
80% market share of the Domestic On-Board Courier in India.
A network of 105 branches across India enables POBC Domestic to reach

every nook and corner of the country. POBC Domestic is known for its timely,
reliable and cost –effective solutions that have translated into strong brand
equity.
PATEL INTERNATIONAL
------------------------------------------------------------------------------------------------------------
PILL International is largest neutral wholesale consolidator of
International Courier Consignments in India. PILL International
has a market share of 75% of the International Wholesale
Courier market in India, with a client list that includes every
retail courier company operating in India- from the large
multinational to the smaller Indian companies.
PILL International follows a strict policy of neutrality in its
operations and is committed to protecting the business
interests of its customers. It is this relationship of trust that has
become the cornerstone POBC’s services and garnered
tremendous goodwill and customer loyalty for the division.
PATEL AIRFRIGHAT DOMESTIC
------------------------------------------------------------------------------------------------------------
Patel Airfreight (PAF) Domestic is an IATA approved cargo agency offering
transportation of high-density cargo by air and surface within India. PAF
Domestic has 24 branches across country and offers the following
specialised services
Door–to–Door
Door–to–Airport
Airport–to–Door
Airport–to–Airport packages
Additionally, it also offers import consolidation services
PATEL AIRFREIGHT INTERNATIONAL
------------------------------------------------------------------------------------------------------------
Launched in 2004 as the International Freight Forwarding division of the
House of Patels, Patel Airfreight (PAF) International is an IATA/MTO
approved division, and undertakes efficient and cost- effective
transportation of all types of permitted commodities by all modes of
international transports. PAF International holds AWB stocks of all
International Airlines operating ex-India.
PAF International is member of Global Logistics Network (GLN),
headquartered in New Jersey, USA, with worldwide membership of 136
members across 60 countries. This division also offers value-added
services such as customs clearance and delivery right to the customers’
doorstep through six offices at strategic locations.
PAF International maintains a concerted focus on providing quality service
with a view to ensuring complete customer satisfaction, a fact attested to
by the numerous Outstanding Performance Awards it has received from
leading airlines.
COMPANY MISSION
------------------------------------------------------------------------------------------------------------
To be an integrated service provider and offer customised service solutions.
To emerge as a strategic
partner valued for our vision and relationships, both internal and external,
which continuously result
in setting new standards of excellence and achieving growth through our
business partners and
associates.
QUALITY POLICY
At Patel Integrated Logistics, we believe in meeting the needs and

expectations of our esteemed customers. We shall achieve this with the help
of a motivated and proactive family of employees committed towards
innovation and continual improvement.
We shall implement a quality system to ensure consistent service quality
with efficient utilisation of all resources.
OBJECTIVE
Emerge as a market leader in our industry

Build long term and mutually beneficial alliance with our customers
Improve communication systems to provide better customer services
------------------------------------------------------------------------------------------------------------
BOARD OF DIRECTORS
Name Designation
Mr. Asgar S. Patel Chairman
Mr. Areef A. Patel Executive Vice Chairman
Mr. P.S.G. Nair Director
Mr. Farrokh S. Wadia Director
Mr. Sandeep P. Parikh Director
Registered Office Auditors

"Patel House", MSP & Company
5th Floor, Plot No 48, (Formerly P. Parikh & Company)
Gazdarbandh,
North Avenue Road, Santacruz (W)
Mumbai 400 054
Corporate Office Legal Advisor

“Natasha” F S Broacha
52 Hill Road, Bandra (W),
Mumbai 400 050
Share Transfer Agents

Computronics Financial Services (India)
Ltd.,
No.1, Mittal Chambers,
Nariman Point,
Mumbai - 400 021
ORGANISATIONAL HIERARCHY OF MAHARASTRA REGIONAL OFFICE
------------------------------------------------------------------------------------------------------------
------------------------------------------------------------------------------------------------------------
CHAPTER -3
RESEARCH METHODOLOGY
Research Methodology
The advanced learner dictionary of current English lays down the meaning of research as a
“careful investigation or inquiry especially through search for new facts in any branch of
knowledge.”
Readman and Mory defines research as “ A systematized effort to gain new knowledge.”
The project was to involve a detail study of the process or operations done under Patel integrated
logistics . The area available for the study were booking process ,pick-up process ,weighing,
marking , staking , gc note preparation , delivery process etc. To identify the weak areas of
operation which is required to change for the benefit of company’s satisfaction and our own
brand’s market share.
Research Approach:
------------------------------------------------------------------------------------------------------------
There are different research approaches and the research instrument that were employed during
the research work. The common research approaches for collecting the primary data are
observations, focus group, surveys and experiments.
In this case , a general survey to gain knowledge about the process, commonly known as the
pilot survey was undertaken where particularly information was gathered.
1. Types Of Research :- Descriptive Research.
2. Sample :- It was a convenient sampling
3. Data source: - The plan calls for gathering primary as well as secondary data.
secondary data already exists ,having been collected for some other purpose, while
primary data consist of original information collected for specific purpose.
➢ Primary data:
In order to have first hand information visiting various staff working under PILL .
All these persons are also interviewed to know their feelings and attitudes about the
operation process performed in PILL.
➢ Secondary data:
For the project were collected from:
1. Newspapers, journals & business magazines and also from Internet.
Limitations of the study
While doing survey I found some limitations. The limitations I faced are given as under:
1) The study area restricted to only PILL.
2) The project was to be completed within two months of time therefore the respondent
could not be studied in detail.
3) As the data were collected in one month of December and January the result could not be
consistent for the whole year.
4) The project is done in PILL and therefore the findings may not be applicable to others.
------------------------------------------------------------------------------------------------------------
5) For data collection from the respondent is very difficult because that person is very much
busy in their work so it is very difficult to an appointment. As well as they were not
comfortable in giving answers to those question which is confidential? Like exact fare
chart etc.
------------------------------------------------------------------------------------------------------------
CHAPTER -4
OPERATION PROCEDURE IN THE ORGANIZATION
BOOKING PROCESS
PICK-UP PROCESS
WEIGHING
MARKING
STACKING
GC NOTE PREPARATION
------------------------------------------------------------------------------------------------------------
HIRE VECHILE
TRANSHIPMENT
HUB (WAREHOUSING)
DIFFERENT ROUTE VECHILE
DELIVERY PROCESS
DELIVERED
BOOKING PROCESS
1. LTL / SUNDRY / PART LOAD BOOKINGS:
a. General Clients: The Webex Rates provided needs to be adhered to “TO PAY”
& “PAID” bookings. Discount structure at regions shall be applicable as per
Webex
*Volume Conversion: For all “Paid” & “TO PAY” Shipments, the system will
display & charge on the basis of 1CFT= 12 kgs (for LTL Business) and 1CFT=10
kgs (for Retail Business). Accurate measurements i.e. length x breadth x height
has to be taken and charged based on the policy & PRL Webex.
*Minimum Chargeable Weight: 50 KGS (for sundry / LTL)

30 kg (for express / Retail)
*Hamali Charges: For FTL – Region-wise per Kg.

For LTL – 0.05 per kg
For Retail – Not Applicable.
*Statistical Charges: Rs.50 per G.C for LTL & FTL

Rs.100 per G.C for RTL
------------------------------------------------------------------------------------------------------------
*Door Collection Charges: 25 paise per Kg OR Rs.250/- whichever is
higher. Not Applicable to Retail & FTL.
*Door Delivery Charges: 25 paise per Kg OR Rs.250/- whichever is

higher. Not Applicable to Retail & FTL.
Maximum weight per package for Retail Business is 250 kgs.
(Any Shipment, from Any Branch of PRL i.e. Own, Business Associate. or a
Franchisee, must be charged & no free door collection or Free Door Delivery is to
be offered to any client – Paid, To-Pay or To Be Billed.)
Note: For multiple GCNs picked up from the same PRS of the same Customer;
the collection charges will be at the above rate for the total pick up and not for
individual GCNs.
b. Regular Clients:
i. Non Contractual:
Card Rates to apply or Special Rates on C.I.C. for which contracts from client
is a must and will be approved by the Head Office only for all booking types.
The Regional Manager cannot give discount without prior approval from the
Product Head.
ii. Contractual: As per the Contract validated by H.O. / VC.
*Volume Conversion: As per CIC
*Minimum Chargeable Weight: 50 Kgs. Onwards
*Hamali Charges: Per Package/Per Ton as

Applicable location-wise / Client-
wise.
*Statistical Charges: Rs.50/- per G.C. for LTL / Inter-

region
*Door Collection: As per Agreement / Contract
*Door Delivery Charges: As per Agreement / Contract
Note : For any deviation of booking from card rate, contract signed by Customer is a
must and the same needs to be approved by Head Office
2. FTL BOOKINGS:
a. General / Chance Loads / Regular:

------------------------------------------------------------------------------------------------------------
B.G.P. = 15% (net of all expenses viz. Ops Cost, CCR, MTH)
b. Contractual: As per the Contract with CEO’s / HO Commercial
Department approval endorsed and not less than 15%.
c. Paid FTL Bookings: BGP: 7.5% (net of all expenses viz. Ops. Cost
CCR, MTH).
Note :
• As per Policy FTL on TO-PAY basis is not allowed, unless approved by CEO –
STB Business or the Product Head.
• To-Pay shipments cannot be converted into TBB at the destination.
• To-Pay can be booked provided the delivery RM confirms of the freight and
collection.
1. PAID BOOKINGS:
As far as possible, Paid Bookings needs to be encouraged. At the same time it

should be ensured that no BMRs are converted into Bills.
The following goods should be accepted on “Paid” basis only.
• Medicine samples
• Printed stationary
• Returned / Rejected Goods
• Items valued at less than Rs.10/- per kg
For consignees which are Govt. / Semi Govt organizations only “Paid” or “TBB”
Bookings should be accepted.
1. CODE 30 BOOKINGS:
• Code 30 Bookings can be done for contractual clients only.

• No branch is authorized to book any consignment to Code 30 stations on To Pay
basis. It should be only on PAID / TBB basis. Minimum quantity for code 30
bookings should be 2 tons OR the freight equal to that of 2 tons.
• It is the responsibility of the booking branch to monitor the movement to
respective destination branches or transhipments to ensure safe delivery of code
30 consignments.
• In short the booking branch will be solely responsible for delivery of consignment
and collection of dues.
1. HOUSEHOLD GOODS BOOKINGS:
------------------------------------------------------------------------------------------------------------
• No Household Goods can be booked either on Sundry or on Retail basis.
• Household goods can be done only on FTL basis and with prior approval from
CEO STB Business.
1. DOOR DELIVERY AGAINST CONSIGNEE COPY (DDC) BOOKINGS:
• In case of all DDC bookings collect all applicable charges like loading/unloading,
LTH etc. to be added in the freight. Branches not to encourage such bookings.
• Such consignments weighing more than 1 ton to be detained at the last trans-
shipment and intimation for the same to be given to the concerned delivery
branch. Consignment to be moved only after getting confirmation in writing from
the delivery branch about collection of freight and consignee copy.
• In case of FTL booked on DDC, the same should not be moved directly to the
destination.
1. BOOKINGS FOR OCTROI APPLICABLE STATIONS:
• In case of contractual and non contractual clients; Door Delivery will be affected
only after collecting the Octroi amount.
• No Billing for Octroi to be issued, unless sanctioned by VC’s / CEO’s Office.
1. HEAVY SHIPMENT BOOKINGS:
For every single package weighing between 500 Kgs and 1000 kgs, Rs.500/- needs
to be charged as Crane charges in Hamali Column. Similarly; for single package
beyond 1 Ton crane charged should be charged Rs.1000/-.
Refer Business Rule in case of shipment bookings mentioned in below table.
Pick up Crane Nil Patel Retail

Charges Rs. 1000 /GCN in-case actual weight per Patel FTL
piece is greater than 750kgs and
Rs. 500 /GCN in-case actual weight per
piece is greater than 750kgs and loading by
party in “Yes”
Rs. 1000 /GCN in-case actual weight per Patel LTL
piece is greater than 500 kgs and
piece is greater than 500 kgs and loading
by party in “Yes”
Delivery Crane Nil Patel Retail
Charges Rs. 1000 /GCN in-case actual weight per Patel FTL
piece is greater than 750kgs and
------------------------------------------------------------------------------------------------------------
piece is greater than 750kgs and unloading
Rs. 1000 /GCN in-case actual weight per Patel LTL
piece is greater than 500 kgs and
piece is greater than 500 kgs and loading
Material Handling Nil Patel Retail
Charges Rs. 1000/GCN in-case the actual weight Patel FTL
per piece is greater than 750kgs
Rs. 1000/GCN in-case the actual weight Patel LTL
per piece is greater than 500kgs
(Note: No crane shipments to be lifted without approval of CEO STB Business.)
2. C.O.D. CONSIGNMENT BOOKINGS
To charge Rs 150 per GCN for Retail and Rs 125 per GCN for LTL & FTL. Such
booking can also be extended to;
• Industrial Customers – COD facility can be extended with (the due process)
approval of Booking R.M. under intimation to H.O.
• Non Industrial Customers – In this case the COD facility can be extended only
to our OWN Branches with approval of Booking RM (with due process). For
deliveries at BA/FR locations approval from the VC to be taken.
1. BANNED ITEMS BOOKINGS:
Any hazardous chemicals should be rejected and should not be booked. An undertaking
needs to be signed by the BMs /BAs /FRs.
------------------------------------------------------------------------------------------------------------
PICK-UP PROCESS
Delivery of packages to the customers at the right time in proper condition is an
important role of any carrier.
We need to check the station mentioned by the customer in the document and follow
the various procedures mentioned below --
When a customer comes with the documents for booking the consignments, we need to
ensure the below mentioned pre-requisites only then should proceed further.
• Carriage of any perishable items is not permitted.

• Do Not accept any hazardous material. Please check details the various
categorized hazardous and extra hazardous goods.
• Do Not carry any consignments containing Arms and Ammunition without proper
license. However, for practical reasons even if the customer gives all the
documents we should avoid carrying the goods.
• If the packages brought by the customer are not packed properly; do not accept
the same for booking. Consignments of liquid state needs to be packed in drums
and carboys or crates and then only it should be accepted. Contents packed in
barrels can be in 200 liter drums. The drums should be new and should
withstand normal road hazards. If there is any leakage then they should not be
booked. We should ask the customer to replace the drums and not handover the
GC note without getting a replacement for it.
• Do Not hold any consignment in our custody which are not booked officially; i.e.
few instances customer may bring the consignment but might have not brought
the documents. If it is a regular customer then we have to oblige by taking a letter
from the customer by asking us to hold the goods with us.
• If it is not a regular customer then do not hold the goods in godown inspite of the
customer prepared to give an undertaking. Reason could be that it might
contain hazardous material, smuggled goods or any item which may harm the
people and the Company.
• After verification of the contents and the physical condition of the packages, we
should check the documents. The documents needs to be verified thoroughly to
identify whether it is a genuine customer or not. Most of us are familiar with our
customers who book the consignment on a regular basis but special precaution
needs be taken when a new customer wants to book a consignment.
We require the following documents for transportation of material from one place to
another place, which need to be furnished at the time of acceptance of goods as they
are extremely important.
(a) Goods Forwarding Note (GFN)

(b) Invoice
(c) Excise Gate Pass
(d) Forms
(e) Octroi Exemption Certificate
------------------------------------------------------------------------------------------------------------
(f) Declaration of Household Articles / Undertaking letter to insure such consignments
from the consignor. (Refer draft letter given in Annexure)
(g) Import Document
1. GOODS FORWARDING NOTE
Whenever a customer comes for booking a consignment; we issue a goods forwarding

note for each consignment. The customer needs to fill up all the columns and the same
needs to be signed and stamped. A Forwarding note will help us to intimate the
customer if there is any problem. With Forwarding note there will be a contractual
obligation, whereby we should be in a position to limit our liability. Hence a
forwarding note is necessary for all practical purposes. Forwarding note is normally
attached with the office copy of the GC note and it is retained by the booking branch.
2. INVOICE
- Two copies of invoice need to be given to the customer.
- Invoice should be printed, with a serial number.
- Consignee’s name and address in full should be furnished in the invoice.

(Consignee’s address in the invoice should be the one in GC unless specific
instructions are given by the consignor for delivery to different address).
- Consignee’s CST Number and Local Sales Tax number has to be furnished.
- The value recorded in the invoice and in the forwarding note should be the same.
However, if the value recorded in the forwarding note is lesser than the invoice value
then it is in order. If not, the value whichever is lower will be recorded in the forwarding
note as well as in the GC note. This invoice needs to be attached along with the
Driver’s copy of GC note.
3. EXCISABLE GOODS
CENTRAL GOVERNMENT has posted few doubts over EXCISE GATE PASS for
Excisable goods.
With reference to the new Policy of Excisable goods, there needs to be 2 invoices
maintained in original and duplicate. In the duplicate copy there needs to be Rubber
Stamp affixed of Excise Authorities. The same copy needs to be handed over to the
customer at destination.
In future we need to insist customer to give 3 copies of Invoice i.e. 2 for normal
Transportation and one to be stamped by the Excise Authorities.
Duplicate copy signed and stamped by the Excise Authorities needs to be pasted (with
glue or fevicol) behind the drivers copy. The other 2 copies of Invoice should be stapled.
------------------------------------------------------------------------------------------------------------
After loading, please count the No. of GC note in which Excise Gate Pass cum Invoice
is pasted. Ask the driver to count personally. Clarify to the driver that he needs to hand
over the drivers copy along with the Excise Gate Pass cum Invoice pasted behind it. If
not, he will not get the Truck Hire from the branch concerned and in fact, we may have
to recover the amount from the driver concerned, if the customer asked us to pay the
Excise Duty charges.
If you find the Excise Gate Pass cum Invoice has been removed, then immediately you
need to send someone to the nearest Check Post and collect the same without any
further delay.
4. FORMS
Different states require different types of Forms which are basically concerned with
Sales Tax. The Forms required basically by the following states are as attached as
enclosures
Check list of check post documents.
These Forms have to be filled up by the Consignor with all the details and the same
should be signed and stamped. The particulars mentioned in the Form should be
the same in the Invoice. These forms need to be accepted in triplicate and should be
attached along with Drivers copy of GC note.
5. OCTROI EXEMPTION CERTIFICATE
Certain states levy Octroi. In this case the customer (Consignee and not the Consignor)
who needs exemption of Octroi should obtain Exemption Certificate and the same
should be sent to the Consignor in advance. At the time of booking, the exemption
certificate should be given to us and in the Driver's copy it should be written in bold
letters "OCTROI EXEMPTION CERTIFICATE ATTACHED". If the above procedure is
not followed, then the Octroi may be levied and the company will have to pay for the
same and it would be difficult for us to recover the amount from the consignee.
6. IMPORT DOCUMENTS
Certain consignments are imported by the customer and transported ultimately to the
destination. In such cases, the customer has to give photo copy of the Import
document which is required for verification end-route by the concerned authorities.
------------------------------------------------------------------------------------------------------------
One should also ensure while accepting the documents, that the consignments are in
proper condition, to avoid any claim for shortages later.
For example: We have accepted such consignments and at the time of delivery
customer has reported certain shortages. Later on it was proved that when the
survey is conducted at the port, the shortages were located and they have lodged
their claim with Insurance Company.
Take a photo copy of the import document and also get the survey report conducted at
the Port.
WEIGHING
Our charges are generally on weight basis. If the consignment is voluminous in nature,
commensurate with its weight, we need to charge the customer on weight calculated as
a factor of the consignments volume, because the truck hire is paid on the basis of
weight loaded.
The actual kg is derived by the CFT (cubic feet) of above mentioned vehicle and
arrived value of one CFT is equivalent to 12 kgs for LTL and 10 Kgs for Retail.
These are the standard norms accepted.
Every consignment needs to be weighed. As a logistics company, we are supposed to

deliver the goods as it is i.e. the number of packages, the actual weight and the
mode of packing should be same at the time of delivery, as it was booked. If there is
any difference in the weight then the customer may ask for open delivery and they can
claim for the shortages.
Therefore, the weighment is very important irrespective of the quantity you have i.e. If a
customer gives one or multiple packages, you have to weigh all the packages and
record the total actual weight in the Goods Forwarding Note.
For example: A branch has booked 20 cartons of same size and similarly 20 drums of
same size. They have taken weighment of one carton and one drum and multiply with
the total number of drums and cartons. At the time of delivery the customer insists for
weighing the same. Although the packages are intact and if there is a difference in
weight, then we may have to settle the claim.
From the above it is very clear that we are liable to deliver weight whatever we have
recorded in our GC note. The accuracy should be maintained in all aspects.
It is possible that you may have to send a vehicle to the customer for collecting part load
for a particular destination. In such case it is important that we should ask the truck
vendor/driver to weigh the empty truck and after collecting the part load from the
customer again take the weighment. The actual weight should be recorded in the GC
note.
------------------------------------------------------------------------------------------------------------
In short you have to accept the actual weight irrespective of nature of package,
contents, volume etc. If charged on volume basis, still the actual kgs should be
recorded in the respective column and the conversion weight should be recorded in the
charged weight column.
The measurement of the packages should be indicated in the Forwarding Note as

well as in the GC note , so that the delivery branch can communicate to the customer
if there is any dispute of freight.
MARKING
After weighing the consignment every package has to be marked with the following;
1). GC No
2). Booking branch code
3). No of packages
4). From
5). To
6). Private Marking
By marking the consignment, the package is identified at the time of loading and at the
time of delivery. Therefore marking is most important activity and this has to be done
very carefully. If a package is wrongly marked and if it is a high value consignment
then the possibility of wrong delivery as well as ultimate liability on the Company for
settlement of claim is more.
STACKING
------------------------------------------------------------------------------------------------------------
After marking the consignment, the same needs to be kept in proper place. In our
godown allocation of sector has to be been done i.e. Southern Sector, AP Sector,
Eastern Sector, Northern Sector and Western Sector and the consignments which are
marked should be kept in the respective sector.
While stacking in the godown particular care should be taken especially drums, carboys,
barrels, cartons and delicate items like TV, Glass tubes etc. There needs to be display
marking given by the customers and the packages has to be stacked in the godown
accordingly.
Example: All light materials should be placed on top of the case and at any cost no
heavy case should be placed on top of the same.
After completion of all the formalities document needs to be sent to the booking section
for preparation of GC note. Again you will be sending the documents in the GC serial
order and all documents i.e. Goods Forwarding Note, Invoices, Excise Gate Pass,
Forms, Octroi Exemption Certificate etc.
GC NOTE PREPARATION
------------------------------------------------------------------------------------------------------------
GC note is defined as Goods Consignment Note. Some people also refer the same as
L.R. i.e. Lorry Receipt, R.R. i.e. Railway Receipt, BILTY etc. and all are related to GC
note only.
As mentioned earlier our GC note is printed as per the specification of Indian Banking
Association. We need to make sure that continuity of serial numbers is maintained at
least for 3 months. In short we should not hold GC books for more than 3 months.
GC note is prepared based on the document received from the marking section. The
documents are Goods Forwarding Note, Invoice and other documents.
In the GC note every column needs to be filled up by us as gives important information.

Therefore, we need to make sure that whatever information we can gather from the
documents have to be incorporated in the GC note
------------------------------------------------------------------------------------------------------------
HIRE THE VECHILE
When the GC- note prepared ,then we hire the vehicle according the goods for
transshipment delivery.
TRANSHIPMENT
Transshipment is a small station where the goods hold for some time. In pune there are
16 transhipment the consignment sent to the HUB center i.e. warehouse .
------------------------------------------------------------------------------------------------------------
HUB (WAREHIUSING)
Hub Based Warehousing is a time- and money-saving solution for distribution-intensive

companies. You can lease, staff and run your own distribution facilities from the heart of
patel logistics airline and trucking network. By operating from one of our commerce
parks, which are strategically located in Wilmington and Columbus, Ohio, you can serve
your entire marketplace from a single, central location.
Benefits:
• Choose from ready-built or build-to-suit distribution facilities and services
• Improve your distribution speed and efficiency while cutting costs
• Reduce inventory and lower overhead costs with a central distribution location
• Ship as late as 1:30 a.m. Eastern Time for same-day delivery
• International delivery available to more than 200 countries
DIFFERENT ROUTE VEHICLE

------------------------------------------------------------------------------------------------------------
From HUB there are daily routine vehicle for different places if INDIA, i.e. Bangalore,
Mumbai, Ahmadabad, Goa, Cochine, Hydrabad, Vishakhapatnam, Kolkata, Durgapur,
Siliguri, Gangtok, Guahati, Tatanagar, Kanpur,Delhi, Jaipur, etc.
DELIVERY PROCESS
There are three types of Deliveries.
 GODOWN DELIVERY
 DOOR DELIVERY AGAINST DRIVER'S COPY
 DOOR DELIVERY AGAINST CONSIGNEE COPY
GODOWN DELIVERY: - Godown delivery is also called as Office delivery, it is

understood that the customer has to surrender the Consignee copy and obtain delivery
from our office.
If it is godown delivery, we have to mark in the column provided i.e. “G”.
DOOR DELIVERY AGAINST DRIVER'S COPY: - If the consignment is booked on Door

Delivery against Driver's copy, it is understood the consignment has to be delivered
against Driver's copy to the customer directly through the same vehicle and the
acknowledgement obtained.
DOOR DELIVERY AGAINST CONSIGNEE COPY: - If the consignment is booked on

Door Delivery against Consignee copy, it is understood that the customer has to return
the Consignee copy and intimate to us that they are holding Consignee copy.
Normally the procedure is to collect the Consignee copy and freight amount and then
effect the delivery or if it is a regular customer, we effect delivery and collect Consignee
copy and freight amount.
Such delivery i.e. Door Delivery against Driver's copy and Door Delivery against
Consignee copy has to be indicated in the respective column i.e.”D”.
There are basically three types of Consignees they are:-
 SELF
 BANK
 Customer’s NAME
If it is SELF we need to write in the Consignee column as SELF only.
------------------------------------------------------------------------------------------------------------
If it is Bank’s Name then we need to write the Bank's name as well as the address of the
bank in the respective column. We also need to mention the complete address of the
consignor.
If it is Customer’s name then we need to write the Customer's name in the respective
column.
If it is discounted by the customer (Consignor) through any Bank then; the bank needs
to insist their name should be recorded in the GC Note as a Consignee. In such cases
we need to ask the customer to furnish the address of the Bank because; in case of any
issues later, we may have to intimate the Bank first, and then the Consignor and the
original Consignee.
Although the Consignee's name is recorded as Bank; in the Invoice the customer
has to record the Consignee's name and full address.
In this column it is important that we affix our address stamp in the respective
column so that the Consignor or Consignee or the Bank can refer the matter in case
if there is any problem.
PAYMENTS
There are three types of payment mode in PILL.
1.TBB- Issue the bill (To Be Billed)

2. To Pay- Paid by consignee after receving the consignment
3. Paid- Paid by consignor before the consignment deliver.
FINANCIAL SCENARIO
------------------------------------------------------------------------------------------------------------
Now a days both system are running parallel.
Process of OFF- line recording system is given below:
Scenario of RS.100 in the PILL(example)
• Operation cost i.e.vechicle fuel=RS 65

• Consignment loading/ Handling charges Unloading=RS 10 .
• Administration expenses = RS 8 to RS10
• Profit = RS 13 to RS 15
------------------------------------------------------------------------------------------------------------
CHAPTER -5
SWOT ANALYSIS
STRENGTH
• Low price compare to others

• Convenient carriage
• Easy payment facility
• Friendly behaviour
------------------------------------------------------------------------------------------------------------
• Spread in south, west, and north india.
WEAKNESS
• Sometime delay in delivery time

• Low it presentation in process
• Not able to trap northeast India.
OPPORTUNITIES
• Implementation of GST from 1st April 2011

• To trape huge Indian market specially in north-east India.
• Heavy investment to improve infrastructure through developmental
industrial corridor , Dedicated fright corridor and national maritime development
project.
THREATS
• Increase in fuel cost.
• Government policy
• Taxation
• Local players
• Un- time delivery due to whether condition
• Lack of man power
FINDINGS
As i had my summer project in “ PATEL INTEGRATED LOGISTICS

LIMITED(PILL)”(PUNE). The things which I observed in the company are as
follows :-
 ‘PILL’ has a good and strong internal communication network which helps to give
fast response .
------------------------------------------------------------------------------------------------------------
 All employees has deep and practical knowledge of their work and this helps
them to work fast and properly.
 Company had very good atmosphere and working culture with in which
employees work freely.
 ‘pill ‘ has a huge scope of surface transportation in future.
SUGGESTIONS
To succeed in today’s market place ,transpoters must offer their customer attractive
offer terms supported by the appropriate payment method to win sales against
domestic compititors . as getting paid in full and on time is the primary goal for
each logistics , an appropriate payment method must be chosen carefully to
minimize the payment risk while also accommodation the needs of the customer .
there are three primary methods of payments for logistic company. During or
------------------------------------------------------------------------------------------------------------
before contract negotiations , it is advisable to consider which method is mutually
desirable for you and your customer.
➢ So far my opinion is concerned, the company should arrange a computer

software for maintaining records or files or they must utilize some ERP.
➢ Improve the man power for improvement of business .
➢ A good task which will save crucial time in inspection of material.
➢ To improve the service levelfor betterment for the company.
➢ To reduce the paper work, documentation can be made specific .
➢ The company should work on reduce on rates to compel to competition .
➢ No repetition of task should be done, in order to save time and money.
CLIENT LIST
Patel have about 300+ clients ,some of them are listed below:
1.MAHINDRA & MAHINDRA
2.THERMAX
3.PREMIER LTD
4.BAJAJAUTO LTD
------------------------------------------------------------------------------------------------------------
5.LITEX
6.EMCURE
7VIRGO ENGINEER
8.FOBES MARSHAL
9.MERCEDSE – BENZ
10.BHARAT FORGE
ETC.
ABBREVIATIONS
FLT:Full Truck Load
LTL: Less Than Truck Load
TBB:To Be Billed
PILL:Patel Integrated Logistics ltd.
POBC:Patel On Board Courier
RCC:Regional Computer Center
DD:Door Delivery
------------------------------------------------------------------------------------------------------------
DP:Door Pick-Up
ODC:Open Delivery Certificate
LR:Lorry Receipt
MR:Money Receipt
GCN:Goods Consignment Number
TUR:Truck Unloading Report
THC:Truck Hiring Chalan
DMCM:Delivery Note Cum Cash memo
GFN: Goods Forwarwading Note
IOM:Inter Office Memo
CIC:Customer Information Card
CFT:Cubic Feet
DACC:Delivery Against Consignment Copy
UGD:Unused good
NDR:Non Delivery Report
CONCLUSION
Based on in depth study across the selected samples with affairs representation
of the population there is a reasonable market potential for roadways
industry across the country.
More companies were found favouring the Patel Roadways services structure
then competitor’s products.
Also the flexibility in the product price contributed a lot increasing its potential.
More customer attracted in Surface Transportation Industry. Any entry in the

market by push strategy. But some would be flexible in price of this
industry.
------------------------------------------------------------------------------------------------------------
------------------------------------------------------------------------------------------------------------
BIBLIOGRAPHY
WEBSITES
1. www.patel-india.com
2. http://en.wikipedia.org/wiki/logical
3. www.patelretail.com
4. www.patelroadways.com
5. Company’s document
6. www.google.com
7. www.google.com/image
------------------------------------------------------------------------------------------------------------

PATEL INTEGRATED LOGISTICS LIMITED Project Santosh

Uploaded by

Document Information

Original Description:

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

PATEL INTEGRATED LOGISTICS LIMITED Project Santosh

Uploaded by

Copyright:

Available Formats

ACKNOWLEDGEMENT

OBJECTIVE OF THE PROJECT

1. To identify the weak areas of operations.

SCOPE OF THE STUDY

Preparing a project by its nature was a quite difficult task but a

I have gained a lot of precious experience which I could not get

All knowledge derived from doing this project can support my

Patel Integrated Logistics Limited is the merged company of Patel Roadways

Founding father Asgar Shakoor Patel laid the rock

Building on the trust of its strong base of customers

Patel Roadways was set up in 1959 and is a leading surface transport

With a committed transit schedule and advanced Vehicle Tracking System

Patel Roadways specializes in hard freight sundry shipments. Since Patel

POBC is a leader in Domestic Co-Loading business and operates 300 flights

A network of 105 branches across India enables POBC Domestic to reach

PATEL AIRFRIGHAT DOMESTIC

Additionally, it also offers import consolidation services

PATEL AIRFREIGHT INTERNATIONAL

At Patel Integrated Logistics, we believe in meeting the needs and

Emerge as a market leader in our industry

Registered Office Auditors

Corporate Office Legal Advisor

Share Transfer Agents

ORGANISATIONAL HIERARCHY OF MAHARASTRA REGIONAL OFFICE

1. Types Of Research :- Descriptive Research.

2. Sample :- It was a convenient sampling

1. Newspapers, journals & business magazines and also from Internet.

Limitations of the study

1) The study area restricted to only PILL.

OPERATION PROCEDURE IN THE ORGANIZATION

DIFFERENT ROUTE VECHILE

1. LTL / SUNDRY / PART LOAD BOOKINGS:

*Minimum Chargeable Weight: 50 KGS (for sundry / LTL)

*Hamali Charges: For FTL – Region-wise per Kg.

*Statistical Charges: Rs.50 per G.C for LTL & FTL

*Door Delivery Charges: 25 paise per Kg OR Rs.250/- whichever is

Maximum weight per package for Retail Business is 250 kgs.

ii. Contractual: As per the Contract validated by H.O. / VC.

*Volume Conversion: As per CIC

*Minimum Chargeable Weight: 50 Kgs. Onwards

*Hamali Charges: Per Package/Per Ton as

*Statistical Charges: Rs.50/- per G.C. for LTL / Inter-

*Door Collection: As per Agreement / Contract

*Door Delivery Charges: As per Agreement / Contract

a. General / Chance Loads / Regular:

As far as possible, Paid Bookings needs to be encouraged. At the same time it

• Code 30 Bookings can be done for contractual clients only.

1. HOUSEHOLD GOODS BOOKINGS:

1. DOOR DELIVERY AGAINST CONSIGNEE COPY (DDC) BOOKINGS:

1. BOOKINGS FOR OCTROI APPLICABLE STATIONS:

1. HEAVY SHIPMENT BOOKINGS:

Refer Business Rule in case of shipment bookings mentioned in below table.

Pick up Crane Nil Patel Retail

(Note: No crane shipments to be lifted without approval of CEO STB Business.)

2. C.O.D. CONSIGNMENT BOOKINGS

1. BANNED ITEMS BOOKINGS:

• Carriage of any perishable items is not permitted.

(a) Goods Forwarding Note (GFN)

1. GOODS FORWARDING NOTE

Whenever a customer comes for booking a consignment; we issue a goods forwarding

- Two copies of invoice need to be given to the customer.

- Invoice should be printed, with a serial number.