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.

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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.

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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.

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To identify the weak areas of operations. I have a lot of experience which i could not get directly from studying theories in books. To understand the standard operating procedure of operation that prevails in the organization.CHAPTER -1 OBJECTIVE OF THE PROJECT 1. 2. This project help me to develop myself in many ways such as thinking -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (5) .

the findings helps the company. being decesion maker .skill . communication skill . All knowledge derived from doing this project can support my studing the post graduate diploma in operation management.learn how to interract with people inside and outside the company. It allows the company to take corrective action and helps in arising the image of the company. -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (6) .planner etc. SCOPE OF THE STUDY The scope of the study is concern with the study of factors affecting the brand image. The following are the advantage company can get from this project .

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. i had to spend sincerely efforts sincestarting relevant information about the operation procedure and distribution. CHAPTER-2 -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (7) . Preparing a project by its nature was a quite difficult task but a challange .• To modify its operations process and other factors according to the requirement. • To modify distribution channel. • Scope to determine how many employee and operationals tools required in the future. • Scope to understand the performance and practicle knowledge of employees .

These products are: Patel Retail Patel FLT Sundry(LTL) Patel Pp -----------------------------------------------------------------------------------------------------------Patel roadways BUSINESS POLICY MANUAL 2008 – 09 (8) . surface transport. air and sea express cargo service.COMPANY PROFILE COMPANY PROFILE Patel Integrated Logistics Limited is the merged company of Patel Roadways and POBC. besides offering services in warehousing and secondary distribution. Patel Integrated Logistics Limited provides unified solutions through door. The Company is branched on to 8 products to attain leadership position in its specific segment.

P P Together. -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (9) . when he set up road transportation company Patel Roadways. boasting a multinational clientele. What began as a one-truck activity in the 50’s soon grew into one of the largest logistics companies in Asia. Founding father Asgar Shakoor Patel laid the rock solid foundations of the House of Patels in India in 1959. under the umbrella of PILL. foreign exchange and the fast growing money remittance business. Today. and brand equity unparalleled in the Indian logistics industry. air-freight. 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. the Patels forged strongly ahead with growth-oriented diversification that found them in couriers. finance. these divisions provide comprehensive logistics solutions to the customer. Building on the trust of its strong base of customers and associates.

for more than 75. which include multinationals. coupled -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (10) .000 satisfied customers. public / private sector organizations. small-scale industries as well as the trading community.120 billion is moved annually. employing over 1000 people. Investment in IT and state-of-the art tracking systems. Cargo worth Rs.PATEL ROADWAYS Patel Roadways was set up in 1959 and is a leading surface transport operator with a network that spans 500 stations countrywide.

with containerization of its entire fleet. 'Patel Retail'. covering the length and breadth of the country. Patel Retail offers a Premium Door to Door Express Cargo Service with 250 plus branches serving more than 400 delivery stations. helps Patel Roadways to maintain distinctive edge over competition and at the same time offer enhanced and value-added services to the industry. With markets moving towards smaller loads. will add extra convenience by saving time and money for customers and help them -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (11) . 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.

Bangalore. Chandigarh. Nashik. apart from the time bound movement of goods through dedicated vehicles. Noida. Ludhiana. With a committed transit schedule and advanced Vehicle Tracking System (VTS) to facilitate live vehicle tracking for customers. textiles. Chennai. Patel Retail is truly poised to set the pace of express cargo industry. Ahmedabad. Nagpur. computer hardware and peripherals among others with Patel Retail. leverage effective logistics planning. Indore. auto door pick-up and delivery. Kanpur. Customers will benefit by door . Lucknow and Pune.Patel Retail services will be available at A and B class towns apart from the major cities like Mumbai. pharma.Apart from moving heavy-duty goods like metal sheets. Calcutta. Delhi. Cochin. PATEL FLT -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (12) . Baroda. machinery and farm equipments. Patel Roadways will now render movements of engineering products. Customers will add extra convenience by saving time and money for customers and help them to leverage effective logistics planning.

16 and thereafter in trailers of specific sizes. 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.5. Patel Roadways specializes in hard freight sundry shipments.6. Patel Roadways FTL loads are point-to-point hard freight options catering to corporate and traders at more than 200 delivery stations countrywide. it moves goods at long. Since Patel Roadways has national network with a regional reach. medium as well as short routes at all India level. 9. 4. -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (13) .Patel Roadways FTL takes care of the full truckloads at national level in metric ton capacities of 3.

PATEL INTERNATIONAL -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (14) . POBC Domestic is known for its timely.000 kg’s of courier materials everyday.00. A network of 105 branches across India enables POBC Domestic to reach every nook and corner of the country. reliable and cost –effective solutions that have translated into strong brand equity. POBC Domestic is the largest neutral wholesale consolidator of courier consignments.POBC DOMESTIC POBC is a leader in Domestic Co-Loading business and operates 300 flights and carries 1. having 80% market share of the Domestic On-Board Courier in India.

PILL International has a market share of 75% of the International Wholesale Courier market 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. with a client list that includes every retail courier company operating in India.PILL International is largest neutral wholesale consolidator of International Courier Consignments in India. 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 -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (15) .

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 -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (16) .Patel Airfreight (PAF) Domestic is an IATA approved cargo agency offering transportation of high-density cargo by air and surface within India.

headquartered in New Jersey. This division also offers value-added services such as customs clearance and delivery right to the customers’ doorstep through six offices at strategic locations. and undertakes efficient and cost. COMPANY MISSION -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (17) . USA. Patel Airfreight (PAF) International is an IATA/MTO approved division.effective transportation of all types of permitted commodities by all modes of international transports.Launched in 2004 as the International Freight Forwarding division of the House of Patels. a fact attested to by the numerous Outstanding Performance Awards it has received from leading airlines. with worldwide membership of 136 members across 60 countries. PAF International maintains a concerted focus on providing quality service with a view to ensuring complete customer satisfaction. PAF International holds AWB stocks of all International Airlines operating ex-India. PAF International is member of Global Logistics Network (GLN).

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 -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (18) . We shall implement a quality system to ensure consistent service quality with efficient utilisation of all resources.To be an integrated service provider and offer customised service solutions. we believe in meeting the needs and expectations of our esteemed customers. QUALITY POLICY At Patel Integrated Logistics. We shall achieve this with the help of a motivated and proactive family of employees committed towards innovation and continual improvement. To emerge as a strategic partner valued for our vision and relationships. which continuously result in setting new standards of excellence and achieving growth through our business partners and associates. both internal and external.

G. Wadia Mr. North Avenue Road. Patel Mr. Asgar S. Gazdarbandh. Patel Mr. Nariman Point.BOARD OF DIRECTORS Name Mr. Nair Mr.1.S. Santacruz (W) Mumbai 400 054 Corporate Office “Natasha” 52 Hill Road. Mumbai . 5th Floor.400 021 ORGANISATIONAL HIERARCHY OF MAHARASTRA REGIONAL OFFICE -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (19) . Parikh Registered Office "Patel House". Areef A. Sandeep P. Plot No 48.. P. Mumbai 400 050 Designation Chairman Executive Vice Chairman Director Director Director Auditors MSP & Company (Formerly P. No. Bandra (W). Farrokh S. Mittal Chambers. Parikh & Company) Legal Advisor F S Broacha Share Transfer Agents Computronics Financial Services (India) Ltd.

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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. staking . marking .pick-up process .” 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 . Research Approach: -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (21) . 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.” Readman and Mory defines research as “ A systematized effort to gain new knowledge. gc note preparation . delivery process etc.weighing.

Sample :. Limitations of the study While doing survey I found some limitations.It was a convenient sampling 3. surveys and experiments. a general survey to gain knowledge about the process. ➢ Secondary data: For the project were collected from: 1. secondary data already exists . 3) As the data were collected in one month of December and January the result could not be consistent for the whole year.Descriptive Research. In this case . journals & business magazines and also from Internet. Newspapers. while primary data consist of original information collected for specific purpose. 2.There are different research approaches and the research instrument that were employed during the research work. 1. -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (22) . Types Of Research :. ➢ Primary data: In order to have first hand information visiting various staff working under PILL . Data source: .The plan calls for gathering primary as well as secondary data. focus group. 4) The project is done in PILL and therefore the findings may not be applicable to others. The common research approaches for collecting the primary data are observations. 2) The project was to be completed within two months of time therefore the respondent could not be studied in detail. The limitations I faced are given as under: 1) The study area restricted to only PILL. All these persons are also interviewed to know their feelings and attitudes about the operation process performed in PILL. commonly known as the pilot survey was undertaken where particularly information was gathered.having been collected for some other purpose.

-----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (23) . As well as they were not comfortable in giving answers to those question which is confidential? Like exact fare chart etc.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.

CHAPTER -4 OPERATION PROCEDURE IN THE ORGANIZATION BOOKING PROCESS PICK-UP PROCESS WEIGHING MARKING STACKING GC NOTE PREPARATION -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (24) .

e. For LTL – 0. Accurate measurements i. *Minimum Chargeable Weight: *Hamali Charges: 50 KGS (for sundry / LTL) 30 kg (for express / Retail) For FTL – Region-wise per Kg. length x breadth x height has to be taken and charged based on the policy & PRL Webex. General Clients: The Webex Rates provided needs to be adhered to “TO PAY” & “PAID” bookings. Rs. the system will display & charge on the basis of 1CFT= 12 kgs (for LTL Business) and 1CFT=10 kgs (for Retail Business). Discount structure at regions shall be applicable as per Webex *Volume Conversion: For all “Paid” & “TO PAY” Shipments. LTL / SUNDRY / PART LOAD BOOKINGS: a.C for RTL *Statistical Charges: -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (25) .C for LTL & FTL Rs.100 per G.50 per G.05 per kg For Retail – Not Applicable.HIRE VECHILE TRANSHIPMENT HUB (WAREHOUSING) DIFFERENT ROUTE VECHILE DELIVERY PROCESS DELIVERED BOOKING PROCESS 1.

must be charged & no free door collection or Free Door Delivery is to be offered to any client – Paid.per G.) Note: For multiple GCNs picked up from the same PRS of the same Customer. Rs. Onwards Per Package/Per Ton as Applicable location-wise / Clientwise.50/.whichever is higher. or a Franchisee.C. FTL BOOKINGS: a. Contractual: As per the Contract validated by H. Non Contractual: Card Rates to apply or Special Rates on C.250/. Business Associate.C. To-Pay or To Be Billed. from Any Branch of PRL i. contract signed by Customer is a must and the same needs to be approved by Head Office 2.*Door Collection Charges: *Door Delivery Charges: 25 paise per Kg OR Rs. Regular Clients: i. Own. b.e. for which contracts from client is a must and will be approved by the Head Office only for all booking types. *Volume Conversion: *Minimum Chargeable Weight: *Hamali Charges: As per CIC 50 Kgs.whichever is higher. ii. 25 paise per Kg OR Rs. Not Applicable to Retail & FTL. The Regional Manager cannot give discount without prior approval from the Product Head. General / Chance Loads / Regular: -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (26) . / VC. the collection charges will be at the above rate for the total pick up and not for individual GCNs.250/. Not Applicable to Retail & FTL. Maximum weight per package for Retail Business is 250 kgs.O.I. (Any Shipment. for LTL / Interregion As per Agreement / Contract As per Agreement / Contract *Statistical Charges: *Door Collection: *Door Delivery Charges: Note : For any deviation of booking from card rate.

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. At the same time it should be ensured that no BMRs are converted into Bills.G. Contractual: As per the Contract with CEO’s / HO Commercial Department approval endorsed and not less than 15%. CODE 30 BOOKINGS: • • • • Code 30 Bookings can be done for contractual clients only. Minimum quantity for code 30 bookings should be 2 tons OR the freight equal to that of 2 tons.5% (net of all expenses viz. PAID BOOKINGS: As far as possible. • Medicine samples • Printed stationary • Returned / Rejected Goods • Items valued at less than Rs. Paid Bookings needs to be encouraged. In short the booking branch will be solely responsible for delivery of consignment and collection of dues. CCR. 1. 1.B. • To-Pay can be booked provided the delivery RM confirms of the freight and collection. • To-Pay shipments cannot be converted into TBB at the destination. c. The following goods should be accepted on “Paid” basis only. MTH) b. 1. Cost CCR. Ops. unless approved by CEO – STB Business or the Product Head. Paid FTL Bookings: BGP: 7. / Semi Govt organizations only “Paid” or “TBB” Bookings should be accepted.per kg For consignees which are Govt. It should be only on PAID / TBB basis. Ops Cost. = 15% (net of all expenses viz. Note : • As per Policy FTL on TO-PAY basis is not allowed.P. No branch is authorized to book any consignment to Code 30 stations on To Pay basis. MTH). HOUSEHOLD GOODS BOOKINGS: -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (27) .10/.

1. Such consignments weighing more than 1 ton to be detained at the last transshipment and intimation for the same to be given to the concerned delivery branch. 1. 1000 /GCN in-case actual weight per piece is greater than 750kgs and Rs. Rs.1000/-.needs to be charged as Crane charges in Hamali Column. the same should not be moved directly to the destination. No Billing for Octroi to be issued. • 1. Door Delivery will be affected only after collecting the Octroi amount. Consignment to be moved only after getting confirmation in writing from the delivery branch about collection of freight and consignee copy. HEAVY SHIPMENT BOOKINGS: For every single package weighing between 500 Kgs and 1000 kgs.500/. LTH etc.• • No Household Goods can be booked either on Sundry or on Retail basis. 500 /GCN in-case actual weight per piece is greater than 750kgs and loading by party in “Yes” Rs. BOOKINGS FOR OCTROI APPLICABLE STATIONS: • • In case of contractual and non contractual clients. Similarly. for single package beyond 1 Ton crane charged should be charged Rs. 500 /GCN in-case actual weight per piece is greater than 500 kgs and loading by party in “Yes” Crane Nil Rs. Refer Business Rule in case of shipment bookings mentioned in below table. unless sanctioned by VC’s / CEO’s Office. 1000 /GCN in-case actual weight per piece is greater than 500 kgs and Rs. Pick up Charges Crane Nil Rs. to be added in the freight. 1000 /GCN in-case actual weight per piece is greater than 750kgs and Patel Retail Patel FTL Patel LTL Delivery Charges Patel Retail Patel FTL -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (28) . Household goods can be done only on FTL basis and with prior approval from CEO STB Business. In case of FTL booked on DDC. DOOR DELIVERY AGAINST CONSIGNEE COPY (DDC) BOOKINGS: • • In case of all DDC bookings collect all applicable charges like loading/unloading. Branches not to encourage such bookings.

1. C. 500 /GCN in-case actual weight per piece is greater than 500 kgs and loading by party in “Yes” Handling Nil Rs. -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (29) . under intimation to H. • Industrial Customers – COD facility can be extended with (the due process) approval of Booking R. 1000 /GCN in-case actual weight per piece is greater than 500 kgs and Rs. Such booking can also be extended to. BANNED ITEMS BOOKINGS: Any hazardous chemicals should be rejected and should not be booked. CONSIGNMENT BOOKINGS To charge Rs 150 per GCN for Retail and Rs 125 per GCN for LTL & FTL.) 2.Material Charges Rs. An undertaking needs to be signed by the BMs /BAs /FRs.D.M. 1000/GCN in-case the actual weight per piece is greater than 500kgs Patel LTL Patel Retail Patel FTL Patel LTL (Note: No crane shipments to be lifted without approval of CEO STB Business. For deliveries at BA/FR locations approval from the VC to be taken.O.O. 1000/GCN in-case the actual weight per piece is greater than 750kgs Rs. 500 /GCN in-case actual weight per piece is greater than 750kgs and unloading by party in “Yes” Rs. • 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).

we need to ensure the below mentioned pre-requisites only then should proceed further. few instances customer may bring the consignment but might have not brought the documents. Please check details the various categorized hazardous and extra hazardous goods. Consignments of liquid state needs to be packed in drums and carboys or crates and then only it should be accepted. However. i. • • • • Carriage of any perishable items is not permitted. Contents packed in barrels can be in 200 liter drums. If it is not a regular customer then do not hold the goods in godown inspite of the customer prepared to give an undertaking. (a) (b) (c) (d) (e) Goods Forwarding Note (GFN) Invoice Excise Gate Pass Forms Octroi Exemption Certificate -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (30) . The drums should be new and should withstand normal road hazards. do not accept the same for booking. If there is any leakage then they should not be booked. which need to be furnished at the time of acceptance of goods as they are extremely important. • • • We require the following documents for transportation of material from one place to another place. Do Not accept any hazardous material. we should check the documents. Reason could be that it might contain hazardous material. If the packages brought by the customer are not packed properly. The documents needs to be verified thoroughly to identify whether it is a genuine customer or not. 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. Do Not carry any consignments containing Arms and Ammunition without proper license.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. After verification of the contents and the physical condition of the packages. for practical reasons even if the customer gives all the documents we should avoid carrying the goods. Do Not hold any consignment in our custody which are not booked officially.e. 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. smuggled goods or any item which may harm the people and the Company. We should ask the customer to replace the drums and not handover the GC note without getting a replacement for it.

whereby we should be in a position to limit our liability.Two copies of invoice need to be given to the customer. we issue a goods forwarding note for each consignment. In future we need to insist customer to give 3 copies of Invoice i. 2 for normal Transportation and one to be stamped by the Excise Authorities. . The other 2 copies of Invoice should be stapled. EXCISABLE GOODS CENTRAL GOVERNMENT has posted few doubts over EXCISE GATE PASS for Excisable goods.(f) Declaration of Household Articles / Undertaking letter to insure such consignments from the consignor. the value whichever is lower will be recorded in the forwarding note as well as in the GC note. Forwarding note is normally attached with the office copy of the GC note and it is retained by the booking branch. In the duplicate copy there needs to be Rubber Stamp affixed of Excise Authorities. with a serial number. .e. INVOICE . The same copy needs to be handed over to the customer at destination. (Refer draft letter given in Annexure) (g) Import Document 1. if the value recorded in the forwarding note is lesser than the invoice value then it is in order. -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (31) .Consignee’s CST Number and Local Sales Tax number has to be furnished. This invoice needs to be attached along with the Driver’s copy of GC note. GOODS FORWARDING NOTE Whenever a customer comes for booking a consignment.Consignee’s name and address in full should be furnished in the invoice. However. With reference to the new Policy of Excisable goods. With Forwarding note there will be a contractual obligation.Invoice should be printed. 2. Duplicate copy signed and stamped by the Excise Authorities needs to be pasted (with glue or fevicol) behind the drivers copy. If not.The value recorded in the invoice and in the forwarding note should be the same. The customer needs to fill up all the columns and the same needs to be signed and stamped. . there needs to be 2 invoices maintained in original and duplicate. A Forwarding note will help us to intimate the customer if there is any problem. . 3. (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). Hence a forwarding note is necessary for all practical purposes.

The Forms required basically by the following states are as attached as enclosures Check list of check post documents. 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". Clarify to the driver that he needs to hand over the drivers copy along with the Excise Gate Pass cum Invoice pasted behind it. 4. OCTROI EXEMPTION CERTIFICATE Certain states levy Octroi. FORMS Different states require different types of Forms which are basically concerned with Sales Tax. if the customer asked us to pay the Excise Duty charges. The particulars mentioned in the Form should be the same in the Invoice. 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. -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (32) . please count the No. If not. In such cases. IMPORT DOCUMENTS Certain consignments are imported by the customer and transported ultimately to the destination. 5. 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. then immediately you need to send someone to the nearest Check Post and collect the same without any further delay. of GC note in which Excise Gate Pass cum Invoice is pasted. the customer has to give photo copy of the Import document which is required for verification end-route by the concerned authorities. If you find the Excise Gate Pass cum Invoice has been removed.After loading. Ask the driver to count personally. These forms need to be accepted in triplicate and should be attached along with Drivers copy of GC note. we may have to recover the amount from the driver concerned. If the above procedure is not followed. he will not get the Truck Hire from the branch concerned and in fact. 6. At the time of booking. These Forms have to be filled up by the Consignor with all the details and the same should be signed and stamped.

the number of packages. Every consignment needs to be weighed. you have to weigh all the packages and record the total actual weight in the Goods Forwarding Note. From the above it is very clear that we are liable to deliver weight whatever we have recorded in our GC note. For example: We have accepted such consignments and at the time of delivery customer has reported certain shortages. commensurate with its weight. the actual weight and the mode of packing should be same at the time of delivery. Later on it was proved that when the survey is conducted at the port. If a customer gives one or multiple packages. -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (33) . we are supposed to deliver the goods as it is i. If there is any difference in the weight then the customer may ask for open delivery and they can claim for the shortages. Although the packages are intact and if there is a difference in weight. If the consignment is voluminous in nature. 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.e. to avoid any claim for shortages later. 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. we need to charge the customer on weight calculated as a factor of the consignments volume. For example: A branch has booked 20 cartons of same size and similarly 20 drums of same size. Take a photo copy of the import document and also get the survey report conducted at the Port. As a logistics company.e. the weighment is very important irrespective of the quantity you have i. The accuracy should be maintained in all aspects. because the truck hire is paid on the basis of weight loaded. that the consignments are in proper condition. These are the standard norms accepted. It is possible that you may have to send a vehicle to the customer for collecting part load for a particular destination. The actual weight should be recorded in the GC note. as it was booked. They have taken weighment of one carton and one drum and multiply with the total number of drums and cartons. WEIGHING Our charges are generally on weight basis. At the time of delivery the customer insists for weighing the same. the shortages were located and they have lodged their claim with Insurance Company. Therefore.One should also ensure while accepting the documents. then we may have to settle the claim.

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. contents. volume etc. MARKING After weighing the consignment every package has to be marked with the following. To 6). Booking branch code 3). No of packages 4). so that the delivery branch can communicate to the customer if there is any dispute of freight. 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. the package is identified at the time of loading and at the time of delivery. The measurement of the packages should be indicated in the Forwarding Note as well as in the GC note . Therefore marking is most important activity and this has to be done very carefully. From 5). GC No 2).In short you have to accept the actual weight irrespective of nature of package. 1). STACKING -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (34) . Private Marking By marking the consignment.

AP Sector. Northern Sector and Western Sector and the consignments which are marked should be kept in the respective sector.After marking the consignment. Southern Sector. barrels. Goods Forwarding Note. GC NOTE PREPARATION -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (35) . Octroi Exemption Certificate etc. Again you will be sending the documents in the GC serial order and all documents i. Excise Gate Pass. Eastern Sector. Glass tubes etc. Invoices. After completion of all the formalities document needs to be sent to the booking section for preparation of GC note.e. While stacking in the godown particular care should be taken especially drums. carboys.e. the same needs to be kept in proper place. In our godown allocation of sector has to be been done i. cartons and delicate items like TV. 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. There needs to be display marking given by the customers and the packages has to be stacked in the godown accordingly. Forms.

In short we should not hold GC books for more than 3 months. Some people also refer the same as L. In the GC note every column needs to be filled up by us as gives important information. Lorry Receipt. i. Invoice and other documents.e. We need to make sure that continuity of serial numbers is maintained at least for 3 months. Railway Receipt. BILTY etc. R.R.R. i. and all are related to GC note only. Therefore. The documents are Goods Forwarding Note.e. As mentioned earlier our GC note is printed as per the specification of Indian Banking Association. GC note is prepared based on the document received from the marking section.GC note is defined as Goods Consignment Note. we need to make sure that whatever information we can gather from the documents have to be incorporated in the GC note -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (36) .

In pune there are 16 transhipment the consignment sent to the HUB center i. TRANSHIPMENT Transshipment is a small station where the goods hold for some time.then we hire the vehicle according the goods for transshipment delivery. -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (37) .e.note prepared .HIRE THE VECHILE When the GC. warehouse .

Eastern Time for same-day delivery International delivery available to more than 200 countries DIFFERENT ROUTE VEHICLE -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (38) . You can lease. 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.HUB (WAREHIUSING) Hub Based Warehousing is a time. central location. Ohio.m. which are strategically located in Wilmington and Columbus. By operating from one of our commerce parks. staff and run your own distribution facilities from the heart of patel logistics airline and trucking network.and money-saving solution for distribution-intensive companies. you can serve your entire marketplace from a single.

it is understood that the customer has to surrender the Consignee copy and obtain delivery from our office. Door Delivery against Driver's copy and Door Delivery against Consignee copy has to be indicated in the respective column i. Tatanagar. we effect delivery and collect Consignee copy and freight amount.”D”. 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.e.  GODOWN DELIVERY  DOOR DELIVERY AGAINST DRIVER'S COPY  DOOR DELIVERY AGAINST CONSIGNEE COPY GODOWN DELIVERY: . Ahmadabad. Durgapur. Cochine. Hydrabad. we have to mark in the column provided i. 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.e. Gangtok. If it is godown delivery. DOOR DELIVERY AGAINST DRIVER'S COPY: . DELIVERY PROCESS There are three types of Deliveries. “G”. Bangalore.e. DOOR DELIVERY AGAINST CONSIGNEE COPY: . i. Such delivery i. Kolkata. Guahati.Godown delivery is also called as Office delivery. Kanpur. Jaipur. Siliguri. etc. Goa.If the consignment is booked on Door Delivery against Driver's copy. it is understood that the customer has to return the Consignee copy and intimate to us that they are holding Consignee copy. Vishakhapatnam.Delhi.If the consignment is booked on Door Delivery against Consignee copy. -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (39) .e. Mumbai.From HUB there are daily routine vehicle for different places if INDIA. Normally the procedure is to collect the Consignee copy and freight amount and then effect the delivery or if it is a regular customer.

To Pay. FINANCIAL SCENARIO -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (40) .Paid by consignor before the consignment deliver.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.Paid by consignee after receving the consignment 3. 1. in case of any issues later. 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. Paid.Issue the bill (To Be Billed) 2. the bank needs to insist their name should be recorded in the GC Note as a Consignee. in the Invoice the customer has to record the Consignee's name and full address. If it is discounted by the customer (Consignor) through any Bank then. Although the Consignee's name is recorded as Bank. In such cases we need to ask the customer to furnish the address of the Bank because. 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. and then the Consignor and the original Consignee.TBB. we may have to intimate the Bank first. PAYMENTS There are three types of payment mode in PILL.

Process of OFF. Administration expenses = RS 8 to RS10 Profit = RS 13 to RS 15 -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (41) .e.line recording system is given below: Scenario of RS.vechicle fuel=RS 65 Consignment loading/ Handling charges Unloading=RS 10 .100 in the PILL(example) • • • • Operation cost i.Now a days both system are running parallel.

CHAPTER -5 SWOT ANALYSIS STRENGTH • Low price compare to others • Convenient carriage • Easy payment facility • Friendly behaviour -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (42) .

west. 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 . THREATS • • • • • • Increase in fuel cost.• WEAKNESS • • • Spread in south. and north 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 .time delivery due to whether condition Lack of man power FINDINGS As i had my summer project in “ PATEL INTEGRATED LOGISTICS LIMITED(PILL)”(PUNE). Government policy Taxation Local players Un. Dedicated fright corridor and national maritime development project. Sometime delay in delivery time Low it presentation in process Not able to trap northeast India. -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (43) .

 ‘pill ‘ has a huge scope of surface transportation in future. During or -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (44) . there are three primary methods of payments for logistic company. All employees has deep and practical knowledge of their work and this helps them to work fast and properly.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 . SUGGESTIONS To succeed in today’s market place .  Company had very good atmosphere and working culture with in which employees work freely.

➢ To reduce the paper work. ➢ The company should work on reduce on rates to compel to competition . the company should arrange a computer software for maintaining records or files or they must utilize some ERP. ➢ A good task which will save crucial time in inspection of material. in order to save time and money.MAHINDRA & MAHINDRA 2. ➢ Improve the man power for improvement of business .THERMAX 3.PREMIER LTD 4. ➢ So far my opinion is concerned.BAJAJAUTO LTD -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (45) .before contract negotiations . it is advisable to consider which method is mutually desirable for you and your customer. ➢ To improve the service levelfor betterment for the company. CLIENT LIST Patel have about 300+ clients .some of them are listed below: 1. documentation can be made specific . ➢ No repetition of task should be done.

LITEX 6.EMCURE 7VIRGO ENGINEER 8. ABBREVIATIONS FLT:Full Truck Load LTL: Less Than Truck Load TBB:To Be Billed PILL:Patel Integrated Logistics ltd.FOBES MARSHAL 9.MERCEDSE – BENZ 10. POBC:Patel On Board Courier RCC:Regional Computer Center DD:Door Delivery -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (46) .BHARAT FORGE ETC.5.

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. But some would be flexible in price of this industry. More customer attracted in Surface Transportation Industry. Any entry in the market by push strategy. Also the flexibility in the product price contributed a lot increasing its potential. -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (47) .

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com www.patelretail. http://en. www. www.BIBLIOGRAPHY WEBSITES 1.patel-india. 7.patelroadways. -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 – 09 (49) .com 4. Company’s document 3.

Also the flexibility in the product price contributed a lot increasing its potential. More companies were found favouring the Patel Roadways services structure then competitor¶s products. More customer attracted in Surface Transportation Industry.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. But some would be flexible in price of this industry. Any entry in the market by push strategy. -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 ± 09 (50) .

www. www. 4.BIBLIOGRAPHY WEBSITES 1. www.patelretail. Company¶s document -----------------------------------------------------------------------------------------------------------BUSINESS POLICY MANUAL 2008 ± 09 (51) .

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