A 20 minute drop-in check for area managers between full store visits.
An outlet visit checklist is a short list of 15 checks an area manager runs during a 20 minute drop-in, to confirm the basics a customer notices and the few risks that cannot wait for the next full visit. It suits area managers who pass several stores, showrooms or cafe outlets in a day and need a quick, consistent read on each. The area manager fills it on the phone during the visit, with live photos carrying GPS and time stamp, and ends by agreeing two actions with the store manager. The regional head reviews the results alongside full store visit reports. One item is fatal: a blocked or locked fire exit. Every failed item raises a ticket with an owner and a deadline.
Free. No form. The workbook has the same columns as the table below, with the score formula and a fatal-item check in place.
Score = weight of items answered Yes ÷ weight of items not marked N/A, out of 100. Pass mark 85. A failed fatal item caps the score at zero and raises a ticket to the regional head.
| # | Item | Audit question | Answer | Photo | Weight | What good looks like |
|---|---|---|---|---|---|---|
| 1 | Facade and signage | Is the facade clean and the signage fully lit, with no dead letters? | Yes / No / N/A | Required | 3 | Glass clean, every letter lit, no old posters or torn panels. |
| 2 | Window or hero display | Is the window, counter display or hero display current and to the brand standard? | Yes / No / N/A | Required | 3 | Current campaign or menu on show, dressed and lit as the standard asks. |
| 3 | Entrance clear | Is the entrance clear, clean and easy to walk into? | Yes / No / N/A | Optional | 2 | Door clean, mat flat, nothing blocking the entry or the view inside. |
| # | Item | Audit question | Answer | Photo | Weight | What good looks like |
|---|---|---|---|---|---|---|
| 4 | Floor clean and lit | Is the floor clean and every light working in customer areas? | Yes / No / N/A | Optional | 3 | Floor clean, no fused lamps, no cartons or clutter in customer areas. |
| 5 | Display to standard | Is the main display area dressed to the current docket or display standard? | Yes / No / N/A | Required | 3 | Main zone matches the docket, focal point lit, nothing out of place. |
| 6 | Prices displayed | Do displayed products or menu items show MRP or the listed price clearly? | Yes / No / N/A | Optional | 4 | Every displayed item or menu line priced, readable and matching the billing system. |
| 7 | Hero product available | Is the current hero product, model or bestseller in stock and on display? | Yes / No / N/A | No | 3 | Hero item on display with stock behind it for the next sale. |
| # | Item | Audit question | Answer | Photo | Weight | What good looks like |
|---|---|---|---|---|---|---|
| 8 | Staff present and groomed | Are rostered staff present, in uniform and groomed to the brand standard? | Yes / No / N/A | Optional | 3 | Headcount matches the roster, uniforms clean, name badges on. |
| 9 | Customer greeted promptly | Was each customer who walked in during your visit greeted within a minute? | Yes / No / N/A | No | 4 | Every walk-in greeted warmly within a minute, no one left standing alone. |
| 10 | Offer knowledge check | Can a staff member, picked at random, explain today's offer correctly? | Yes / No / N/A | No | 3 | Offer explained correctly with its validity and conditions, no guessing. |
| 11 | Manager knows priorities | Does the store manager know today's target and the top issue on the floor? | Yes / No / N/A | No | 2 | Target stated without checking, one clear issue named with a plan to fix it. |
| # | Item | Audit question | Answer | Photo | Weight | What good looks like |
|---|---|---|---|---|---|---|
| 12 | Fire exit clearFatal | Is the fire exit unlocked, lit and clear, with the extinguisher in date and reachable? | Yes / No / N/A | Required | 5 | Exit opens from inside, sign lit, extinguisher tagged in date and unobstructed. |
| 13 | Cash counter secure | Is the cash drawer locked when unattended, with the counter key held by the cashier only? | Yes / No / N/A | No | 4 | Drawer locked whenever the cashier steps away, key on the cashier, not on the counter. |
| 14 | Open tickets checked | Have open tickets for this outlet been checked with the manager and deadlines confirmed? | Yes / No / N/A | No | 2 | Each open ticket discussed, owner and deadline confirmed or reset. |
| 15 | Two actions agreed | What two actions did you agree with the store manager, with owners and deadlines? | Text | No | 2 | Two actions, each with an owner and a deadline, raised as tickets in the app. |
Loaded into BorentisOps, each required photo is live, GPS and time-stamped, so a photo from yesterday or another store does not pass. Where the brand has a docket or display standard, Drishti scores the photo against it and marks the misses. Every fail raises a ticket with an owner and a deadline, and the regional head sees the store on a heat map before the next visit.
The checklist runs offline and syncs when signal returns, in Hindi, English and Hinglish, and the operations score sits next to the store's selling score from Borentis Floor on one store card. Pricing is per store, so every area manager and staff member in the store is on the app.
The outlet visit checklist is a 20 minute drop-in with 15 checks, built for the days an area manager passes several stores. The store visit report is a full, scored visit of 45 minutes or more that covers stock, cash counts, compliance and a review of previous actions. Most brands use the short checklist between full visits so every store is seen often without a full audit each time.
Yes. The questions are written to fit every format: the hero display can be a window, a display car or a counter display, and prices can be MRP tags or menu boards. Items that do not apply can be marked N/A. For company-owned cafe outlets you may add a kitchen hygiene check, which you can do in BorentisOps before assigning it.
A short visit is meant to be quick and fair, so it keeps one fatal item that can never wait: a blocked or locked fire exit. Cash, stock and compliance checks that need more time sit in the full store visit report. The cash counter security item still carries a high weight, so a careless cash drawer pulls the visit score down.
Yes. The Excel download keeps the same columns you see on this page: section, item, audit question, answer type, photo rule, weight, fatal flag and what good looks like. BorentisOps imports it as a checklist, and you can edit any item before it goes live. A Borentis onboarding person maps the area manager and regional head roles to your people and assigns the outlet visit checklist to the right stores, so the first run happens on the store phone.