BorentisOps ยท Checklist templates

Ready-to-use checklist templates for showrooms and brand outlets.

46 store checklists, audits, SOPs and reports written for stores a brand runs itself: opening and closing, visual merchandising, store visits, loss prevention, compliance, HR, maintenance, stock and cash. Every one is published in full, 979 items in all, each with its audit question, photo rule, weight and fatal flag. Download the Excel, run it on paper today, load it into BorentisOps when you are ready.

  • No form, no email gate
  • Excel with score formula
  • Photo rule on every item
  • Fatal items and pass marks
  • Own stores only, no shelf audits

All templates

46 of 46
Store Operations

Cafe Daily Closing Checklist

End-of-day kitchen close-down, cash, cleaning and security checks for cafes.

Filled by Cafe Manager ยท reviewed by Area Manager
Cafes and QSR
16 items ยท 15 min ยท 2 fatalView template โ†’
Store Operations

Cafe Daily Opening Checklist

Morning food safety, counter and front of house checks for company-owned cafes.

Filled by Cafe Manager ยท reviewed by Area Manager
Cafes and QSR
20 items ยท 18 min ยท 3 fatalView template โ†’
Store Operations

Daily Store Closing Checklist

Day-end checks for cash, stock, power and security before lock-up.

Filled by Store Manager ยท reviewed by Area Manager
Apparel and lifestyleElectronics and mobile+3 more
16 items ยท 12 min ยท 2 fatalView template โ†’
Store Operations

Daily Store Opening Checklist

Every check a store manager completes before the shutter goes up.

Filled by Store Manager ยท reviewed by Area Manager
Apparel and lifestyleElectronics and mobile+3 more
20 items ยท 15 min ยท 2 fatalView template โ†’
Store Operations

Front of House Cafe Checklist

A per-shift check of counter, service, seating, washrooms and customer feedback.

Filled by Shift Lead ยท reviewed by Cafe Manager
Cafes and QSR
20 items ยท 10 min ยท 1 fatalView template โ†’
Store Operations

Google Review Log Template

A weekly record of a store's Google reviews, replies and actions taken.

Filled by Store Manager ยท reviewed by Area Manager
All store formats
10 items ยท 10 minView template โ†’
Store Operations

New Product Launch Readiness Checklist

Launch-day readiness for a new phone, device or vehicle in store.

Filled by Store Manager ยท reviewed by Area Manager
Electronics and mobileAutomobile
21 items ยท 30 min ยท 2 fatalView template โ†’
Store Operations

New Product Sampling Checklist

A food-safe sampling routine for new menu items in company-owned cafes.

Filled by Cafe Manager ยท reviewed by Area Manager
Cafes and QSR
14 items ยท 15 min ยท 2 fatalView template โ†’
Store Operations

Showroom Daily Closing Checklist

Day-end checks for keys, test drives, enquiries, cash and showroom security.

Filled by Showroom Manager ยท reviewed by Area Manager
Automobile
16 items ยท 12 min ยท 2 fatalView template โ†’
Store Operations

Showroom Daily Opening Checklist

Morning checks for car and two-wheeler showrooms, from forecourt to test drives.

Filled by Showroom Manager ยท reviewed by Area Manager
Automobile
24 items ยท 20 min ยท 2 fatalView template โ†’
Visual Merchandising

Daily and Weekly Store VM Checklist

Opening VM checks for window, mannequins, focal points, pricing and display lighting.

Filled by Store Manager ยท reviewed by VM Executive
Apparel and lifestyleElectronics and mobile+3 more
20 items ยท 20 min ยท 1 fatalView template โ†’
Visual Merchandising

Display Cars and Demo Units Checklist

Daily showroom check that every display car and bike is clean, open and priced.

Filled by Showroom Manager ยท reviewed by Area Manager
Automobile
20 items ยท 25 min ยท 2 fatalView template โ†’
Visual Merchandising

EOSS Campaign Docket Execution Checklist

Proves the end of season sale went live exactly as the docket asked.

Filled by Store Manager ยท reviewed by VM Manager
Apparel and lifestyleElectronics and mobile+2 more
22 items ยท 35 min ยท 2 fatalView template โ†’
Visual Merchandising

Seasonal Collection Launch Checklist

Everything a store must have ready before a new season collection goes live.

Filled by Store Manager ยท reviewed by VM Manager
Apparel and lifestyleJewellery and eyewear+1 more
21 items ยท 30 min ยท 1 fatalView template โ†’
Visual Merchandising

Visual Merchandising Audit Checklist

Monthly VM audit scoring window, floor, mannequins, fixtures, pricing and docket compliance.

Filled by VM Executive ยท reviewed by VM Manager
Apparel and lifestyleElectronics and mobile+3 more
32 items ยท 60 min ยท 4 fatalView template โ†’
Visual Merchandising

Window Display Changeover Checklist

Step-by-step checks for stripping, cleaning, dressing and signing off a window.

Filled by VM Executive ยท reviewed by VM Manager
Apparel and lifestyleJewellery and eyewear+3 more
18 items ยท 20 min ยท 1 fatalView template โ†’
Store Visits and Audits

Automobile Showroom Audit SOP Template

Monthly audit for car and two-wheeler showrooms, from forecourt to delivery bay.

Filled by Auditor ยท reviewed by Regional Head
Automobile
38 items ยท 100 min ยท 5 fatalView template โ†’
Store Visits and Audits

Cafe and QSR Store Audit SOP Template

Monthly food safety and service audit for company-owned cafes and QSR outlets.

Filled by Auditor ยท reviewed by Regional Head
Cafes and QSR
34 items ยท 75 min ยท 5 fatalView template โ†’
Store Visits and Audits

Cafe Audit Report Template

A lighter visit audit an Area Manager fills at every company-owned cafe.

Filled by Area Manager ยท reviewed by Regional Head
Cafes and QSR
24 items ยท 40 min ยท 3 fatalView template โ†’
Store Visits and Audits

Flagship Store Quality Audit Template

Quarterly quality audit for large-format flagship stores, floor by floor.

Filled by Auditor ยท reviewed by Regional Head
Apparel and lifestyleElectronics and mobile+3 more
36 items ยท 120 min ยท 4 fatalView template โ†’
Store Visits and Audits

Leadership Logbook Template

A light, scored log for leaders visiting stores: see, listen, fix, celebrate.

Filled by Regional Head ยท reviewed by Area Manager
All store formats
11 items ยท 15 minView template โ†’
Store Visits and Audits

New Store Site Visit Checklist

A structured site recce for a new showroom or brand outlet location.

Filled by Business Development Manager ยท reviewed by Regional Head
All store formats
23 items ยท 60 min ยท 1 fatalView template โ†’
Store Visits and Audits

Outlet Visit Checklist

A 20 minute drop-in check for area managers between full store visits.

Filled by Area Manager ยท reviewed by Regional Head
All store formats
15 items ยท 20 min ยท 1 fatalView template โ†’
Store Visits and Audits

Store Audit SOP Template for Brand Outlets

The master monthly audit for exclusive brand outlets, scored out of 100.

Filled by Auditor ยท reviewed by Regional Head
Apparel and lifestyleElectronics and mobile+3 more
37 items ยท 90 min ยท 5 fatalView template โ†’
Store Visits and Audits

Store Visit Report Template

Scored area manager visit report covering floor, team, cash, stock and safety.

Filled by Area Manager ยท reviewed by Regional Head
All store formats
32 items ยท 45 min ยท 3 fatalView template โ†’
HR and Training

App Training Sample SOP Checklist

A practice checklist that teaches new users every answer type in the app.

Filled by Store Staff ยท reviewed by Store Manager
All store formats
14 items ยท 10 minView template โ†’
HR and Training

HR Team Store Visit Audit Template

A quarterly HR audit of rosters, records, policies, exits and engagement.

Filled by HR Executive ยท reviewed by Regional Head
All store formats
28 items ยท 90 min ยท 3 fatalView template โ†’
HR and Training

Staff Grooming and Hygiene Checklist

A daily pre-opening check of uniform, grooming, hygiene and floor conduct.

Filled by Store Manager ยท reviewed by Area Manager
All store formats
16 items ยท 10 min ยท 1 fatalView template โ†’
HR and Training

Store Staff Onboarding Checklist

Day one to day thirty onboarding steps for every new store joiner.

Filled by Store Manager ยท reviewed by HR Executive
All store formats
22 items ยท 20 min ยท 1 fatalView template โ†’
HR and Training

Uniform and Personal Hygiene SOP Checklist

A weekly SOP check of uniform stock, staff facilities and hygiene records.

Filled by Store Manager ยท reviewed by HR Executive
All store formats
16 items ยท 20 min ยท 1 fatalView template โ†’
Loss Prevention

Loss Prevention Team Audit Template

Quarterly independent audit of a store's stock, cash, CCTV and access controls.

Filled by Loss Prevention Executive ยท reviewed by Regional Head
All store formats
32 items ยท 120 min ยท 5 fatalView template โ†’
Loss Prevention

Product Return and Exchange SOP Checklist

Check every return or exchange at the counter before a refund is issued.

Filled by Cashier ยท reviewed by Store Manager
Apparel and lifestyleElectronics and mobile+3 more
15 items ยท 6 min ยท 2 fatalView template โ†’
Loss Prevention

Store Incident Reporting Template

Record theft, damage, injury or cash incidents in one complete store report.

Filled by Store Manager ยท reviewed by Loss Prevention Executive
All store formats
12 items ยท 15 minView template โ†’
Loss Prevention

Store Self Loss Prevention Checks Checklist

Weekly loss prevention self check a Store Manager runs before the auditors arrive.

Filled by Store Manager ยท reviewed by Loss Prevention Executive
All store formats
28 items ยท 35 min ยท 3 fatalView template โ†’
Compliance and Safety

Compliance Team Visit Audit Template

Quarterly compliance audit a Compliance Officer runs on every store visit.

Filled by Compliance Officer ยท reviewed by Regional Head
All store formats
32 items ยท 100 min ยท 5 fatalView template โ†’
Compliance and Safety

Pest Control SOP Checklist

A monthly check that pest control is contracted, done, and working.

Filled by Store Manager ยท reviewed by Maintenance Executive
All store formats
19 items ยท 25 min ยท 2 fatalView template โ†’
Compliance and Safety

Store Health and Safety Checklist

Monthly health and safety check for stores, showrooms and company-owned cafes.

Filled by Store Manager ยท reviewed by Compliance Officer
All store formats
26 items ยท 30 min ยท 4 fatalView template โ†’
Compliance and Safety

Store Self Compliance Checklist

Monthly licence, notice, fire and labour compliance check for every store.

Filled by Store Manager ยท reviewed by Compliance Officer
All store formats
28 items ยท 30 min ยท 4 fatalView template โ†’
Maintenance

Monthly Preventive Maintenance Checklist

A monthly walk of every store system before it fails in front of customers.

Filled by Maintenance Executive ยท reviewed by Area Manager
All store formats
31 items ยท 120 min ยท 4 fatalView template โ†’
Maintenance

Raise Store Maintenance Ticket Checklist

A complete maintenance ticket in nine entries, with photo and urgency.

Filled by Store Manager ยท reviewed by Maintenance Executive
All store formats
9 items ยท 5 minView template โ†’
Stock and Cash

Cash and Key Handover Checklist

A daily cash, settlement and key handover between cashier and manager.

Filled by Cashier ยท reviewed by Store Manager
All store formats
15 items ยท 15 min ยท 3 fatalView template โ†’
Stock and Cash

Daily Sales Report Template

The store's day in numbers: walk-ins, bills, value, conversion and payment mix.

Filled by Store Manager ยท reviewed by Area Manager
All store formats
12 items ยท 8 minView template โ†’
Stock and Cash

Product Receiving Checklist

Checks for every delivery, from seal and count to tags and system entry.

Filled by Store Staff ยท reviewed by Store Manager
Apparel and lifestyleAutomobile+4 more
17 items ยท 15 min ยท 2 fatalView template โ†’
Stock and Cash

Stock Count Checklist

A monthly physical stock count, from preparation and blind count to sign-off.

Filled by Store Manager ยท reviewed by Area Manager
Apparel and lifestyleElectronics and mobile+3 more
27 items ยท 60 min ยท 3 fatalView template โ†’
Stock and Cash

Store Expense Approval Checklist

What a store must submit before a local expense is approved and paid.

Filled by Store Manager ยท reviewed by Area Manager
All store formats
10 items ยท 5 minView template โ†’
Stock and Cash

Travel Expense Approval Checklist

A structured claim for store visit travel, ready for one-tap approval.

Filled by Area Manager ยท reviewed by Regional Head
All store formats
10 items ยท 8 minView template โ†’
How the templates are built

A checklist is a list of photos and questions, not a list of chores.

Each item names the thing to look at, the question the auditor answers on the phone, whether a live photo is required, its weight in the score, whether a fail is fatal, and what good looks like so a new store manager scores the same way as a ten-year area manager. Reports and approvals carry the fields a complete entry needs instead of a score.

Inside BorentisOps the same items run with a live GPS and time-stamped photo, Drishti scoring the photo against the brand docket where one exists, and a ticket with an owner and a deadline for every fail. The operations score then sits next to the store's selling score from Borentis Floor on one store card.

Weight
1 to 5 per item. The score is the weight answered Yes over the weight not marked N/A, out of 100.
Fatal
A failed fatal item caps the audit at zero and raises a ticket at once: a licence missing, a fire exit blocked, a cash variance, an unlocked test-drive car.
Photo rule
Required, optional or none. Required photos are live, GPS and time-stamped, and are what Drishti scores against the docket.
Pass mark
90 for daily checklists, 80 to 90 for audits. Below the mark, the store goes on the area manager's follow-up list for the next visit.
Cadence
Daily, weekly, monthly, quarterly, per visit or as needed. Set per store format once and assigned by role.
FAQs

About the template library.

Are these retail checklist templates free to download?

Yes. Every template on this page opens in full on its own page and downloads as an Excel workbook without a form, an email or a sign-up. The workbook keeps the same columns the page shows: section, item, audit question, answer type, photo rule, weight, fatal flag and what good looks like, with a score formula already in place.

Which store formats are the templates written for?

Stores a brand runs itself or franchises to its own standard: apparel, footwear and lifestyle exclusive brand outlets, automobile and two-wheeler showrooms, electronics, mobile and telecom brand stores, jewellery, watch and eyewear stores, furniture and home stores, beauty counters and company-owned cafes and QSR outlets. They are not written for general trade, distributors or shelf audits in someone else's store.

How is a template scored?

Each item carries a weight from 1 to 5. The score is the weight of the items answered Yes divided by the weight of all items that were not marked N/A, out of 100. Items marked fatal cap the audit at zero when they fail, whatever the rest of the score, and raise a ticket to the owner named in the template. Report and approval templates are not scored.

Can I edit a template before using it?

Yes. The Excel is unlocked, so a chain can rename sections, add or remove items, change weights and pass marks and translate questions into Hindi or Hinglish. In BorentisOps the same template opens in the no-code builder, where photo rules, conditions and approval steps are set per item and the checklist is assigned to stores by role and cadence.

How do I import a template into BorentisOps?

Download the Excel, or skip it and ask for the template by name on the walkthrough. A Borentis onboarding person loads it into your workspace, maps the filled-by and reviewed-by roles to your hierarchy, sets the cadence per store format and switches on Drishti photo verification for the items that carry a docket. Most brands are running their first template inside the first week.

Further reading: the store operations audit guide, store operations checklist template for India, visual merchandising tools compared and how AI-based store audits work.

Book a walkthrough

Pick one template. We load it into BorentisOps for your stores on the call.